Forum Discussion

GeorgeBramhall2's avatar
GeorgeBramhall2
Qrew Cadet
3 years ago

Filtering a report where User formula field must match another User formula field...not working

Trying to filter a report where one User formula,  User(), must match another user formula,
If([Are you entering for another Team Member?]="Yes",[Team Member],[Are you entering for another Team Member?]="No",[Record Owner])

Currently this filter is not filtering as expected.

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George Bramhall
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  • When I trouble shoot this stuff, I make a formula checkbox and test things until I get it to work or find my issue. For example, make a formula checkbox that just says

    User()=[Team Member] (and just design this to be true) and see if it checks. Do it again for
    User()=[Record Owner] (and design it to be true) and see if it checks. Should zero in on the problem,. Or make your entire formula a checkbox field and test it. If it works, use that checkbox field as the filter in the report. Then you know it was something about how it was entered into the report filter.

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    Mike Tamoush
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    • GeorgeBramhall2's avatar
      GeorgeBramhall2
      Qrew Cadet
      Great idea, thanks Mike.

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      George Bramhall
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