Problem with a Report

Question

Hi all, hoping this is an easy question. It feels like the answer should be easy, but I can't figure it out.

Put simply: I have an App where an Employee has many Cases. Each Case has a Drop Down field that is either A or B, with another drop down field called Status which is either Open or Closed.

I'm Trying to create a report to show Employees who have an Open A Case, and an Open B Case.

Appreciate this community's help.

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Troy
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MarkShnierYou · Answer

Problem. Make a boolean checkbox summary field on the relationship and use that middle radio button to select if Any Cases subject to a filter where type = A.

Then duplicate the field to type B.

Now you will have a clean checkbox field on the employee record and you can filter a report where the employee has both Any cases of Type A and also Any cases of Type B.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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