I am hoping to create a report that pulls data on individuals who have been approved for reasonable adjustment. As opposed to creating a cumbersome report with a multitude of columns (that my team would have to scroll across), I was hoping to include one or more formula(s) that string two columns together, depending on whether the status is true. Hopefully, I can clarify more below:
Background Information / Specifications:
Custom Metadata Type (note: object fields are already pre-mapped to case record fields)
Relevant Status Picklist Values: Granted as Requested, Granted with Modifications, “”
Group Rows by Test Area and Program Level
IF…
"Additional_Time_Status__c" = TRUE and/or
“Semi_Private_Room_Status_c” = TRUE and/or
“Large_Print_Exam_Status_c” = TRUE and/or
“Scribe_Status_c” = TRUE and/or
“Reader_Status_c” = TRUE and/or
“Other_Status_c” = TRUE and/or
“Food_and_Drink_Status_c” = TRUE and/or
"Wheelchair_Status__c" = TRUE and/or
NEED FORMULA TO POPULATE DETAILS (IN TEXT FORMAT) IN REPORT
"Additional_Time_Details__c"
“Semi_Private_Room_Details_c”
“Large_Print_Exam_Details_c”
“Scribe_Details_c”
“Reader_Details_c”
“Other_Description_c”
“Food_and_Drink_Details_c”
"Wheelchair_Details__c"
Additional Thoughts:
As aforementioned, I would like to string some of these fields together (i.e., _Status and _Details), so as to not have a report with an excessive amount of columns.
Also, any recommendations for alternatives to filtering out and/or formatting the report? Is there a way to streamline this process if I want to pull individual reports by the Test Area? Or is filtering the only option aside from creating an individual report per test area?
Many thanks for your help in advance!
1 Antwort
Hi Jackie,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Reports & Dashboards group below to collaborate with the experts for best practice and advice.
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDKCAY
Hope that helps.
Regards,
Jayson
