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AndrewOrner's avatar
AndrewOrner
Qrew Cadet
7 years ago

How to exclude records using dynamic filter (instead of filtering to include)?

I have a field called "Status" that has many 6 different values (Not Started, In Progress, Complete, ...). "Status" appears in my Dynamic Filters. Is it possible to exclude using the Dynamic Filters? I'd like to simply exclude Complete (as opposed to filtering for Not Started, In Progress, and...). 
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  • ChrisChris's avatar
    ChrisChris
    Qrew Assistant Captain
    7 years ago

    HI,

    Build a hard filter inside the report customization interface to exclude the Statuses you do not want. I believe this will limit your dynamic filter to those statuses you do wish to include in the dynamic filter.

    Chris

  • AndrewOrner's avatar
    AndrewOrner
    Qrew Cadet
    7 years ago
    Unfortunately that does not fit the business requirement. Users frequently employ many different combinations of dynamic filters (which is why I can't hard code it), but most frequently wish to exclude just one value ("Complete") 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    If there are particular Status which are generally used opposite, then make a field called Complete Y/N and add that as an additional DF.

    The formula for that field would be 

    IF([Status]="Complete", "Yes", "no")
  • AndrewOrner's avatar
    AndrewOrner
    Qrew Cadet
    7 years ago
    yeah, i was trying to avoid that- sounds like it's my most viable option