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Question

Formula field to pull selected pending items from checkmark fields

  • September 4, 2024
  • 0 replies
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 Hello. I have a report/table that has about 32 items that it can have concerns for. I want to see if its possible to have a field where it can let you know which items are pending from all 32 options without manually having to do Multiselect field or scroll all the way down the reports just to see which ones have been selected. 

Not sure if a formula field can work or would it be a pipeline?

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MarkShnierYou
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Can you give us a little more detail? Are you saying that there is a parent record and then it has 32 children, and some of those children have a checkbox, and you want to roll up a Summary all of the names of the children which either have or do not have a checkbox?


MarkShnierYou
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Maybe I was over complicating what you want. If you simply want a report of items not completed, then make a new report and filter it  where the checkbox field is not checked.

Alternatively you can make a report that lists all your items and put a dynamic filter selection on the report set up so that the checkbox field which indicates completion is offered as a Dynamic Filter.

Was that your question, just how to filter a report?


MarkShnierYou
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Are you saying that you have a Record or a from that has 32 FIELDS on it and those 32 might or might not be completed. Is that the situation?  If that is the case are you looking for a single formula field to summarize the fields which are still open?