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cgreene
Contributor ⭐️
July 16, 2015

AND, OR operators in UI Views

  • July 16, 2015
  • 10 replies
  • 81 views
It seems that the only filter operator available in UI Views is 'AND'. Please add 'OR'

    10 replies

    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 9, 2015
    UI Filter Options really needs to be improved. There are limitations:
    • Under Specify Filter Criteria I can only have AND comparisons, and the limit is 10
    • Under Specify Report Params I am limited to 3 criteria
    We recently created additional AM roles to distinguish the teams
    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

    marie
    Gainsight Employee ⭐️⭐️
    November 10, 2015
    I agree there needs to be enhancements to UI View filters and UI Views as a whole

    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.
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 10, 2015
    Very clever! Will keep that in mind.
    steve_davis
    Gainsight Employee ⭐️⭐️
    May 25, 2016
    I am moving this into a feature request so product can have eyes on this. 
    elaine_cleary
    Helper ⭐️⭐️
    June 21, 2016
    Thanks, Steve.  I think as long as the colorful Scorecard view is only available through UI views that it would be very helpful to have improvements to UI view filters.  This surfaced again today for another customer that I'm working with. 
    gaurav_kotak
    Expert ⭐️
    June 22, 2016
    Is this mainly a request for scorecard UI views? 
    gaurav_kotak
    Expert ⭐️
    June 22, 2016
    Fortunately, we are currently working on changing the backend configuration of UI view to be very similar to Report Builder interface, which has OR option and just a better UI. We will first do it for Relationship scorecards and then for Account scorecard UI view
    elaine_cleary
    Helper ⭐️⭐️
    June 22, 2016
    Yes - The example that has been brought to my attention a few times is specific to the Scorecard UI view since it's very popular (& visually appealing). 
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 22, 2016
    Also need OR capability for Customer lists. I need to create Customer Views for teams within our AM group. The only way to do this is via their Roles, so I need to be able to list multiple Roles in an OR relationship. Three is not enough...need atleast 6.
    steve_davis
    Gainsight Employee ⭐️⭐️
    June 22, 2016
    Ditto, Thanks Gaurav!!