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BrianDunk's avatar
BrianDunk
Qrew Cadet
15 days ago

Report to Show or Not Show Record

I am trying to create a report that will display records with the following rules.  Each record has a date field (30DayReview).  The record also has an "Approved" Checkbox and a formula checkbox that is checked only if a document is uploaded to a File attachement field.

Currently the record shows in the report When the Approved checkbox is checked.  When a document is uploaded to the attachment field, the formula checkbox field becomes checked and is dropped from the report. This is working.  

I would like to add the option to over ride the current rules with one rule saying that if the "30DayReview" field is older than 70 days in the past simply drop the record from the report regardless if the other rules are true.  Here is where I am at:

On my Test record the  "30DayReview" Date field is set to 06-01-2024 12:00AM well outside of the 70 days in the past.  The Approved checkbox is checked.  The Formula checkbox field is unchecked.

Wondering why my record is still showing in the report.

 

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  • DonLarson's avatar
    DonLarson
    Qrew Elite
    15 days ago

    Brian,

    I would solve this with a Report Formula.  

    Create a Formula Check box in the report itself that meets your rules and then filter the report on that.  Something like this:

    If ( [30DayReview]>Days(70), false,

    ([30 Day Review Approved]=true and [SignedMirror]=false), true, false)