I'm trying to find a way to query our employees for users that have a certain combination of 2 roles. Can't get it to behave.. any tips?
c
Clay Roper
07/30/2020, 9:14 PM
Create a formula result using CASE that returns 1 when the role equals either of the target roles and 0 when it doesn't
SUM that result, GROUP by the name and whatever other fields you want.
Add a Summary Criteria of equal type and formula as the result field, set it to equal to 2
✔️ 1
d
Dakotah_NSC
07/30/2020, 9:14 PM
@Clay Roper I will give this a shot now. I appreciate the tip!
c
Clay Roper
07/30/2020, 9:16 PM
Sure thing! Don't hesitate to holler if the summary criteria gives you grief
d
Dakotah_NSC
07/30/2020, 9:27 PM
@Clay Roper I was able to use that combo with some Excel magic and get my list! Thanks a bunch.
c
Clay Roper
07/30/2020, 9:28 PM
No problem! If you want to leave Excel out of it, you can probably get the results you need within the saved search process itself.