Hello my #AwesomeAdmin people!
While I'm sure I am not the first to come across this, I think that might be encouraging news for there to be clever solutions out there to this all-too common dilemma.
In working with a non-profit client doing Pro Bono, they have effectively 7 ways of categorizing their CONTACTS:
* 5 are classified by checkboxes
* 2 are classified by picklists
In order for reports & dashboards to ever stand a chance of looking good, I know I have to find an effective way to group these contact types into one (or at most two categories). I can think of a few ways to do this but want the communities input on other options I haven't explored.
We avoided the use of Multi-Select Picklists due to their long list of problems and limitations in many areas of SF.com.
Idea #1:
Create a workflow that concatenates any checkbox values that are TRUE into one field as a strand and this could be displayed always alphabetically (not sure how but I'm sure it's possible). This would take care of at least grouping those five values with commas into one strand but it doesn't address the two fields that are categories by picklists.
How can 5 checkboxes and 2 pick list category type fields all be mashed up into one groupable / sortable field? This folks is the million $ dollar question!
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