Include "Unassigned" Records in Pie Chart
Hello, I'm running into a problem where "Unassigned" records are not showing up in the groupings of a pie chart. Here are specifics of my app which is being used as a CRM:
Lead comes into...
Forum Discussion
Josh,
You can create a formula text field to return the assigned Sales Rep. or to return a "Needs Assigned" status:
If(ToText(UserListToNames([Your Sales Rep. Field],"FF")) = "", "Needs Assigned", ToText(UserListToNames([Your Sales Rep. Field],"FF")))
Just replace the name of your Sales Rep. field in the [] square brackets in the formula above. The "FF" denotes first name first; you could change it to "LF" if you prefer last name first.
Example of the formula function:
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Adam Keever
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You can create a formula text field to return the assigned Sales Rep. or to return a "Needs Assigned" status:
If(ToText(UserListToNames([Your Sales Rep. Field],"FF")) = "", "Needs Assigned", ToText(UserListToNames([Your Sales Rep. Field],"FF")))
Just replace the name of your Sales Rep. field in the [] square brackets in the formula above. The "FF" denotes first name first; you could change it to "LF" if you prefer last name first.
Example of the formula function:
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Adam Keever
------------------------------
- Thanks for the idea. It works great!
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Josh Collins
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