When defining a view, I would like to just specify general expressions like:
Example 1:
Release Name = Not "Parking Lot"
We now have 20+ products and 4 releases plus Parking Lot each. I did not find a way to specify negative definition, so I had to click on 80 product releases and skip 20 Parking lots. What is worse - if we add new products or releases, these views, reports, charts etc. will have to be revisited.
Example 2:
Release Name = "Spring 2019".
All our product releases follow the same pattern, so they would be just called Spring, Summer etc. I would like to specify a filter just once, in this abstract string based expression, and if the name of the actual product release matches, it will be visible. At the moment I have to manually select all applicable releases.
Example:
Product A > Release Spring 2019
Product A > Release Summer 2019
Product A > Release Winter 2019
Product B > Release Spring 2019
Product B > Release Summer 2019
Product B > Release Winter 2019
Product C > Release Spring 2019
Product C > Release Summer 2019
Product C > Release Winter 2019
When filter on Release name is set to "Summer 2019", these 3 records should be returned:
Product A > Release Summer 2019
Product B > Release Summer 2019
Product C > Release Summer 2019
In the long run, we could speculate about comparison operators like Starts With, Contains, Greater Than... but even having just "Equals" and "Does Not Equal" would be extremely helpful.
Thanks!
Thank you for your idea. Example 1 is currently possible using advanced filters and choosing the NONE operator. This article provides more details on how to setup advanced filters.
We do not currently have plans to support example 2, but we will continue to monitor customer feedback here.
Sorry about that. Using the None operator in advanced filters should solve your request in example 1. I reopened the idea for example 2. Thank you!
Hi there,
Thanks for the article. Yes, advance filters allow to combine multiple fields. However, it is still not possible to just say "Spring 19" and let the report fetch all records where the value equals "Spring 19". I have to manually select tens of records to achieve that. And the report is not future-proof because if somebody adds another release called "Spring 19" or adds another product, or renames the release, it will be off.
Can you reopen this idea or should I create a new idea instead? In short, it is only possible to link object fields to a view, but not the actual search expression. It is still a tedious manual job and it leads to inaccurate reporting.