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Topics#Reports & DashboardsJohn Morgenthaler 的问题
John Morgenthaler 提问于 #Reports & Dashboards
2020年10月15日 02:19

Report on a field if it contains certain text

I have a an activity report where the subject either contains [Email][In] or [Email][Out]. I'm looking to get a total of each so I can compare the totals but unsure if using a summary formula in the report is the best route to do this. The only other thing I can think of is a formula checkbox on the object itself. Any suggestions is appreciated. Thanks!
3 个回答
  1. Andrew Gillan
    2020年10月15日 03:35
    I don't think doing a contains on the subject will work in the summary field.

     

    Alternate to checkbox, just do a text formula field:

    IF(  CONTAINS(Subject, '[Email][In]'), '[Email][In]',
      IF(  CONTAINS(Subject, '[Email][Out]'), '[Email][Out]'  ,
        'Other'
      )
    )

    Then just group by the text field.

     

    regards

     

    Andrew

     

     
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