0 Replies Latest reply on Mar 26, 2013 12:34 AM by Nathan Schofield

    Search by this of that, and other complex search requirements

    Nathan Schofield

      Hello,

       

      I have some very specific search requirements and wanted to see if any or all of them can be achieved:

      • Search by one of two fields? (e.g. customer name or customer number)
      • Persist search results from the above (replicate 'Custom Value List')
      • Search on one field, filter the results on the other (e.g. when searching on customer name, only filter results by customer id). This is if the name changes over time.

      Ideally I would like to be able to achieve all three of these at once, but I know that might be a big ask. I know some things can be achieved using actions, but haven't seen a setup with a dashboard and actions where I can persist the results.

       

      Look forward to your response.

       

      Nathan