On the quote dashboard I have a header-level calculated field with a tilde-delimited list of quote line statuses. The filter is set up as “matches.” The problem is that it’s not matching, even if I use wild cards.
In the following image I’ve entered the filter value "%HOLD%, but have not yet hit refresh:
After the refresh:
I’ve tried asterisks as well.
Bug? Operator error?
I think the match would be “opposite” of what you want.
Possible values in the UDField: Q001, Q002, Q003, Q004, S001, S002 (one of these)
Trying to select just records with UDFfield being: Q002 OR Q004 OR S002, cannot be done with a wild card.
In a BAQ, you could use Can you use
IN as a criteria. like
WHERE UDField IN ('Q002', 'Q004', 'S002')
I think I misunderstood your original post.
The BAQ returns a tilde delimited list, and you want records that have a particular word or phrase in the tilde-list?
Hmmm … seems to work with either
% for me.
Here’s the unfiltered data:
Here’s the filter I added in the Tracker
And here’s the results using
You are hitting “refresh”, and not just tabbing out of the field?
I’ve been known to do something like this, but yes, I’m doing a refresh all.
I’ve used this before, but wondering if there’s a bug in this version. Once upon a time, you didn’t need wildcards to do something like this.
Just answered my own question. Doh.
That list is getting set in a updatable query BPM, so it’s not set when the filter runs. Will have to do it a different way.
Thanks for your effort!