Skip to main content
Topics#Customer ServiceTama Harris의 질문
Tama Harris 님이 #Customer Service에 질문했습니다
2014년 6월 4일 오후 4:15

Is there a way to search for multiple criteria in a field used in a custom report search?

For example, in a custom report that was created for us it has certain fields on a search screen.  I would like to be able to search two or three specific clients and in our old system I could do a new find request and enter each criteria.  Is there a way to achieve a similar search in SF technology?  Like Client A & Client B entered in a field that would result in pulling up all jobs for those two clients? 

 

Thanks!
답변 3개
  1. Tama Harris
    2014년 6월 4일 오후 6:18
    Thanks for the quick reply.  Yes, I have become familiar with the report builder and love how robust it is for most reporting.   However, this particular report is one of those that require a standard set of tasks to appear as a header with jobs underneath so the report builder cannot display information in the way we need.  There are certain fields that have been set up on the search screen so I was hoping there was a simple solution to searching for multiple criteria within these fields.  We switched our system from FileMaker to SF so I really missing the easy customization of layouts, searches and scripts that doesn't require VF programming skills.  Someone who was sort of in between a user and a real coder could easily create custom layouts and search functionality was more flexible.  But, in SF there are way more cool features that outweigh the searching.  Thanks again.  Have a nice day. 
답변을 작성하세요...
0/9000