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JCrowNM
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Member since ‎Aug 11, 2023
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JCrowNM on March 01, 2024
Allow filters to be used in workflows
I have a dashboard that is meant to be filtered by the Deal Name. All of the reports in the dashboard key off of that. I would like to create automation around grabbing the URL of the Dashboard where it is filtered by the Deal Name (see the use case read more
Reply Idea Dashboards & Reports Workflows
3 upvotes
0 Reply
JCrowNM on February 07, 2024
Ability to hide columns on a report
One use case is that in order to have a Company in a report where you can click on the link you have to use the Record ID of the Company. However, when you try to alphabetize based on the Company name, it uses the ID to sort. I had to add the Compan read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
JCrowNM
Contributor
February 07, 2024
Reply to Goals vs Revenue for Multi-Year Contracts
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
JCrowNM
Contributor
February 07, 2024
Reply to Goals vs Revenue for Multi-Year Contracts
Ugh. So simple, yet it very much elluded me. Thanks for all your help. This worked like a charm!
JCrowNM
Contributor
February 06, 2024
Reply to Goals vs Revenue for Multi-Year Contracts
Ok. I figured out that I can aggregate by Average, which gives me the number I started out with. Now I just have to find a way to format the number a...read more
JCrowNM
Contributor
February 06, 2024
Reply to Goals vs Revenue for Multi-Year Contracts
Yes. The formula field got me part of the way there, but still having an issue with the bar chart doesn't seem to want to display unless the field i...read more
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