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VinothiniA
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06-02-2025
08:09 AM
Hi ,
Is it possible to create template by adding field condition in template?
We are generating two types of report, one is for internal and another one for Customer . In internal status report by default that risk record should be included and in customer report it should not be if the checkbox is not checked .
For e.g. . In Risk record , we are having custom field ' Share with customer' , if that check box is checked then that risk record should be included in customer status report else it should not be .
Is it possible to achieve this in new project workspace status report?