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andrew_cummins
andrew_cummins
Helper ⭐️
May 11, 2016

Ability to add a filter that equals a field

  • May 11, 2016
  • 12 replies
  • 101 views
It would be nice to be able to add a filter for instance that looks at another field. Example would be a have the "assigned to" field as a filter for a report or rule, etc and I am able to set that equal to the CSM field on the account Object. 

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      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      February 1, 2018
      Agree!  In my use case, I'm trying to add a widget for the C360 to pull over tasks created by the Sales Rep in SF.  I would love to be able to add a filter that says Created by = Account Owner.
      lane_h
      lane_h
      Helper ⭐️
      July 17, 2019
      @sundar With more MDA objects, I've come across this need more. For example, I want to look at Timeline Entries where the CSM logged the entry.

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