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andrew_cummins
Helper ⭐️
May 11, 2016 4:17 AM UTC

Ability to add a filter that equals a field

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. 

    12 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    Feb 1, 2018 3:01 PM UTC
    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.
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    lane_h
    Helper ⭐️
    Jul 17, 2019 8:10 PM UTC
    @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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    Director of CX and Scale Programs