I have a set of 4 fields in the task layout that are currently picklist with Yes/No options. Problem is that it is really hard to make some sort of meaningful reporting with numberic %. For instance, I would love to say 3 out 4 fields were Yes, hence you get a 75% score. Similarly, if I ran a report of all activities, I would like to say out of your 100 tasks field 1 was marked as Yes only 5% of the time.
What is the best way to achieve this?
As mentioned, currently we have picklist values, but it is really not ideal.
1 respuesta
Hi Sole,
Regards scoring an indivdual activity/record, you could create a series of formula fields, one for each drop-down (which I would personally convert to checkboxes) giving it a score of 0 or 1. Then a final formula field, returning a percentage, for the score.
Regards reporting on a range of the values, the only solution I can thing of is field trip
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HSXEEA4
You could feasibly leverage the two together, but it's been a long week and I'm afraid I'm having a hard time visualising it... :-(
Best,
Matt
