US Admin Office Hours (Thursday session) - 11/12/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

I have two items. I’m having problems getting the colors to work in some of the reports I’m building with health scores.  I change them for one report and it changes them for all. The second is that I created a check box to use as a filter in reporting and it isn’t pulling in the filter when not checked. 

I’m trying to create a rule that will identify which accounts haven’t logged in the last 2 weeks. We use PX and have mapped “user logged in” as a feature. Feature name is a field in the GS PX to CS Company Time Series Daily object, so I’ve created a task in the rule to bring in feature name from that object. I’m guessing I need to use a transformation task to figure out if that feature was used in the last 2 weeks, but I’m not sure how to configure that task and/or which formula field to use. 

Question for @Amber Caldwell as a follow-up: I realized you had a question about a filter that wasn’t acting as you wanted?  Pretty sure I know what the issue is from your question, but can you post a screenshot back to this thread of what the filter looks like in the report engine?  Basically something that shows me all the info like below?

Thank you so much!  I was going to try and work through it tonight. I have 758 accounts without adding in any filter on “District Managed”.  Right now I only have one account where “District Managed” is checked as true.  When I add the filter as = false or not True, it comes back with a result of zero.  I would think it should be 757. 

I thought that might be the issue - the cause (and I’ll check on our timeline for dealing with the issue in the application since this comes up regularly) is that the field currently isn’t True or False - it’s null (blank).

That shouldn’t be the case - Boolean should mean it’s either True or False - and this is then compounded by the fact that the filter ignores ‘null’ when asked to compare to a value (the argument being that ‘null’ isn’t any value at all).

Again - needs to be dealt with on our side and I know it’s in the queue - not sure when it will be released, however.

In the meantime, for you, the fix is relatively simple:

• Create a rule and fetch all Company records - just the GSID or SFDC ID (I’m assuming this field is on Company). Don’t worry about fetching the ‘District Managed’ field.
• Use the “Load to Company” rule action - as an upsert - to set the field to False for EVERY record (see my screenshot) - since there’s only 1 record that’s True, you can fix in next step.
• In “Data Operations”, you can update the 1 company back to True for the field.

One more item to make sure of:

• Go to the field on the Company Table in Data Management and set the ‘default’ to ‘false’.  (another screenshot below)
• You may have already done this if the field was recently created, but a default value is only applied when a new record is created after the field is set up - so you’ll be fine going forward - just have to backfill all the others.

Rule Action example:

Setting the field default in Data Management

Thank you so much!!