Hi,
I would like to use a Custom Setting as a filter term value in a Multi-Step Report.
Is there a way to:
a) Specify a Custom Setting as value in a Filter?
b) Access the Filter Term of a MSR through a flow so that when a user sets the Custom setting, the MSR's filter is automatically updated?
Regards,
Meherab
Hi @Pierre Desjardins unfortunately this is not something the Engineering team has been able to prioritize. But we are starting up a new Feature Request / Roadmap page and are encouraging folks to submit requests and upvote them. We have this request in our internal system but not yet in the public facing page. Feel free to create an account and write up the request: https://roadmap.apsona.com/
How do I reference a custom setting from within a formula field?https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8TdtSAF
Seeing that Apsona hasn't expanded into Custom Settings yet, I propose a different idea:
1. Create a formula field on Transaction that renders TRUE/FALSE on whether the fields on any particular record match your Custom Settings. The article above explains how to use the Custom Settings in a formula field. You probably just need some AND/OR statements to test for multiple Custom Settings values.
2. Filter your data for where that formula field = TRUE.
We've successfully used this formula field method quite a bit but hadn't had a use case to expand into the Custom Settings like you are asking.
Best of luck!!! -- Lisa
I discussed with @Chad Harris (Apsona)
about two years ago the possibility of accessing the licensing info so I could use it to filter visibility of buttons in Lightning.
Without that, users that are not licensed for Apsona still see the buttons and if they click on one, they fail in a rather ugly way.
Any update on that Chad?
Thanks,
Pierre
