I'm looking to run a report for a client that is looking for really specific records and it's been challenging based on the model we currently have.
We have a custom object called 'Activity Type' and there are many records under it. We also have a custom object called 'Flex Answer' where the outcome to an Activity is recorded. Each Work Order record could have many Activities under it.
The client would like to report out on Work Orders that meet Activity Type A and Outcome A PLUS Activity Type B and Outcome A but I'm finding it hard to do. Is this the right logic below? When I use it, the data doesn't seem to pull back accurately....
((1 AND 2) AND (3 AND 4))??
I also tried filtering for Activity Type = A, B and filter Outcome = A, but that showed me some records that only had Activity A with Outcome B even if Activity B didn't exist on the record.
I ultimately need all records that have Activity A AND B and both of those activity outcomes is A.
Sorry if that's confusing... I can explain more/add screenshots if needed
3 respuestas
I am understanding what you are staying but I do not think it is possible with the setup you have now. Salesforce reports cannot look for record with multiple different child records.
So you will want to look into something like DLRS which can summarize the information up to the top record where you can filter it from there.
