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Question

I need to filter report by source value, but still use report on dashboards

  • March 7, 2019
  • 0 replies
  • 63 views

I have a report that shows all shipped items for invoicing. I use the report on a dashboard page for grid editing in the related invoice #. 

However, I am also needing to link to this report from the invoice record itself via a Rich Text Formula button. When going straight from the Invoice record I need to carry the Related Customer from the invoice to use as a filter of the report. 

The problem I am having is that once I convert the report to an ask the user, it removes the ability to display thta report on a dashboard page. 

Any way to do this without creating a separate report? 

Thanks
This topic has been closed for replies.

are you asking how to make a URL formula button that will run a report and answer an <ask the user> question automatically based on where you launched from?