AND, OR operators in UI Views
CS Reports & Dashboards
It seems that the only filter operator available in UI Views is 'AND'. Please add 'OR'
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Specify Filter Criteria I can only have AND comparisons, and the limit is 10
Specify Report Params I am limited to 3 criteria
under each manager. For a given manager, I have more than 3 sub roles. For
example for Manager for Team Kearney, I need criteria of:
Team HCLS OR Team Legal OR Team Majors OR Team SportsEnter.
The only option I see to create a view for the Team Kearney
Manager is to list all the role names as NOT EQUAL TO under the Specify Filter
Criteria section. This is very backwards. And there are more than 10 other roles, so the view is inaccurate.
The filtering options needs to be improve, and this component should take advantage of the Role Hierarchy and visibility to subordinates.
thanks
Kristin
A workaround I've used in the past is to create a formula field on the same object that concatenates all the fields that I'd like to use as filters. Then you can use one filter and the 'CONTAINS'/'DOES NOT CONTAIN' operators. Doesn't work for all scenarios but might help in the short-term.