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Thread: setting up filter using assigned ID or Assigned name

  1. #1
    sallylau is offline Sugar Community Member
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    Default setting up filter using assigned ID or Assigned name

    hello,

    i have a list of opportunity report that shows they are still opened (not include close won and close lost). However, i am trying to setup another filter so this report will only show these results are for one sales person. I tried to filter out the data by "assigned to" and/or assigned to ID. It didn't work.

    Assigned TO as field
    Equals as the comparator
    Ben (who is the assigned to) as "or enter"

    I didn't set up parameter as i am not familar to this.
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  2. #2
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: setting up filter using assigned ID or Assigned name

    I'd be using the id rather than the name (the name is only a join from the user table).

    Or: Define a query first (I think they call it parameters) where you define "select id, user_name from users". Test it - it should give you your users and their ids. Save (don't ask me which option, I'm doing this blindfolded because my implementation is on another machine) - I believe with standard option. Then run your filter against this parameter. It should give you a drop down with your user names to choose from.
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  3. #3
    sallylau is offline Sugar Community Member
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    Default Re: setting up filter using assigned ID or Assigned name

    nope. I was able to get the ID for a user. then i setup the filter, there is no data on the report.

  4. #4
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: setting up filter using assigned ID or Assigned name

    Will send you a screenprint later today.
    rgds
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  5. #5
    sallylau is offline Sugar Community Member
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    Default Re: setting up filter using assigned ID or Assigned name

    i was able to setup a query with some help from our IT admin. We were able to test the query and the opportunities that are assigned to a user (Vanessa) show up. However, when i run the report, the list of opportunities went into the dropdown box of "parameter" instead of a report view format that i expected. see attached

    thanks

    sally
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