Hi! I'm creating notification letters to notify families when someone has donated in memory of a loved one. In some cases, the donor has put their own email address in the notification email field, instead of the deceased family's email. I wanted to pick through those scenarios.
I would like to say Donation.Classy Member Email equals Donation.Dedication Contact Email, but won't it just treat it as a text field?
Thanks!
Hi @Fran Macolino I'm going to piggy back on @Laurie Gardners suggestion regarding Apsona's calculated fields. Here is a starting point in our documentation for calculated fields. You'd need to include both fields in your report. Then for the calculated field, the structure of the field would be something like {!field1} == {!field2} and the output would be boolean. The PRO is that approach avoids creating a formula field on the object itself just for this use case. The CON is that you can't filter the report by an Apsona calculated field so you'd just scan through to find the checkmarks. If you went the formula field approach in Salesforce, you would be able to filter the report by it, but you'd also have the technical debt of a field just for this purpose.
