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JJmemphis How to run this formula in a report
Hi,
I'm trying to run a report that should validate as follows. The system isn't accepting it and I probably have it parsed incorrectly. Can someone take a look please?
(1 AND 3 (OR 2 (OR (4 AND 5))) AND 6)
I'm trying to run a report that should validate as follows. The system isn't accepting it and I probably have it parsed incorrectly. Can someone take a look please?
(1 AND 3 (OR 2 (OR (4 AND 5))) AND 6)
Can you try like below?
(1 AND (3 OR 2 OR (4 AND 5)) AND 6)
Let me know if this helps.
**Please mark this as best answer if this answers your query.**
Thanks,
Manish Choudhari
14x Certified Salesforce Architect
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It now accepts it but I realized that I probably have to adjust my logic.
I need to exclude from the report the (4 and 5) if it is true.
Everything else is right. Any ideas?
1. Responsible Company = Enterprise Insurance Group (Has to be True)
2. Record Type Not Equal to X (Can't be X)
3. Status is Active (Has to be true)
4. Record Type is W
5. Account Size is greater than 15000
(If 4 and 5 are true, it excludes that record)
6. Special Account not equal to true (If true it excludes it)
I have everything running great except how to word the logic for (4 and 5) = true is removed.
4. Record Type In (here you can give all record type names except W) , or may be you can do Record type != W
5. Account size <15000
and let the formula be same.
Could you please explain?