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Sugarfix72 Create new view - Filter question
Hi All,
I'm wondering whether this is possible at all.
We have a requirement to filter a view to show the accounts owned by a depot. We have a custom field in accounts called depot
_number and a similar field in user records. In the example I'm refering to, I've got circa 200 accounts with the depot number 51 and 4 users (all together in a public group) with the depot number of 51. All the accounts are owned by one of the 4 users.
What I want to do is create a view with a dynamic filter to say something like "Where Account Depot Number = User Depot Number"
I may be trying to do something which is completely impossible, but being able to do something like that would mean that I only need to create 1 view instead of about 150!
Any pointers from anyone would be most welcome.
Cheers,
Darren.
the filter in list views to not allow dynamic criteria. I think even with reports that is going to difficult.
Maybe a VF page with a custom controller which figures out the User Depot Number and then redirects to the Report URL with an appended
?pv=theUserDepotNumberHere
The first filter on the report would have to be Account Depot Number equals and then empty criteria field
Why not a summary report grouped by the Depot Number and the users select their number, click on drill down and then on Show details?