Released
Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)
In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter sequence, i.e.
"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"
In Gainsight I have to enter separate filters, i.e.
"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"
This adds complexity to the building of reports. The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:
"SuperRegion" is equal to "NA, LATAM"
This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.
"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"
In Gainsight I have to enter separate filters, i.e.
"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"
This adds complexity to the building of reports. The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:
"SuperRegion" is equal to "NA, LATAM"
This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.