Interactive Filter References
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03-28-2023 10:59 AM
Hi Everyone!
I am pretty sure there is a way to do this, I just cannot figure out how. I want to create an Interactive Filter that will allow me to pull data by an Agent's name. I need the filter to look at Assigned to OR Closed by OR Opened by. Right now the way I have it, it's looking at all of those as AND's instead of OR's. What would be the best way to accomplish this? I'm not finding a way to tell it to use those Reference Fields I selected in the way I would like.
Any help would be INSANELY appreciated. Thanks so much!
John
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03-28-2023 07:18 PM
Hi @John Knopick ,
You can try using the custom interactive filter using content block.
Refer this answer for a quick start,
Thanks,
Anvesh
Anvesh
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04-21-2023 05:40 AM
Have you tried mapping the interactive filter to the table and its respective fields as reference?
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04-21-2023 06:22 AM
Hi Tsura!
Problem is by doing that, it will search for all 4 of those as "AND" instead of "OR". I've tried this, and it only looks for tickets that are Opened by AND Resolved by AND Assigned to AND Closed by, which doesn't give me the data I'm looking for. I need to find a way to tell it to make those 4 reference table fields to be OR's. So if you've got any ideas on that, that would be amazing!
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04-21-2023 01:40 PM
Ah I see now, sorry - I think you will have to create custom interactive filter or a content block to search.
This person created one for approvers, I bet if you play with it you can change it: