Timeline for Report Cross-Filter on Lookup . Looking for a standard solution
Current License: CC BY-SA 4.0
5 events
| when toggle format | what | by | license | comment | |
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| Feb 19, 2021 at 15:40 | comment | added | Alessandro Doimo | Segment__c is the field on the Client Segment object that is pointing to the Segment (Segmentation on the picture). So it is the right field | |
| Feb 19, 2021 at 15:40 | comment | added | Alessandro Doimo | Hi @Shkhar, thank you for the suggestion, I explored the solution that you suggest to me. But if I filter on the second report, the result will be that the first account shows the Account with blank space on the second report section, if the "client segment" of the segment that I choose is not a child of the account that appears in the first report. I guess that the filter can only be done on the Account level. help.salesforce.com/… | |
| Feb 19, 2021 at 14:06 | history | edited | shekhar nartam | CC BY-SA 4.0 |
added 254 characters in body
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| Feb 19, 2021 at 12:04 | review | First posts | |||
| Feb 19, 2021 at 15:36 | |||||
| Feb 19, 2021 at 11:59 | history | answered | shekhar nartam | CC BY-SA 4.0 |