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Create a filter on sales higher than budget

Hi.

I have a case where I want to add a button with "Select in Field".

I have the fields:

CustomerID

CustomerSale

CustomerBudget

And I want to create a button that filters on all CustomerID where CustomerSale is bigger than CustomerBudget

I thought I could use CustomerID as Field, and =(CustomerSale > CustomerBudget) as Search String, but no go.

Any suggestions?

1 Solution

Accepted Solutions
MVP
MVP

Re: Create a filter on sales higher than budget

There's a little specific for the search string syntax in an action, try

='=CustomerSale > CustomerBudget'

4 Replies
MVP
MVP

Re: Create a filter on sales higher than budget

There's a little specific for the search string syntax in an action, try

='=CustomerSale > CustomerBudget'

Not applicable

Re: Create a filter on sales higher than budget

Thanks for the try, but it doesn't seem to work (Expression OK, but nothing happens).

MVP
MVP

Re: Create a filter on sales higher than budget

Can you post some details about your data model (how are the three fields related to each other)?

Do you have several CustomerSale records per ID?

Try also

='=sum(CustomerSale) > sum(CustomerBudget)'

(as is, including the single quotes an the preceding equal sign, as search expression)

Not applicable

Re: Create a filter on sales higher than budget

I'm sorry, your suggestion worked, but I'd chosen "Select in Field" instead of "Toogle Select".

Thanks, it works perfect now!