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How can I create a search that has a few criteria(hierarchy)(IF/ELSE)

By
Gillesd
on 8/5/14, 10:55 AM 818 views

I want to filter my partners with a few criteria. Here's an exemple :

- Find all contacts that are Sales managers(only one contact per company),

- If there is no sales managers in a company, show the marketing manager

- And if there neither sales or marketing manager, put any contact

0
Ludo - Neobis
On 8/5/14, 11:19 AM

The first can be achieved by using the "Advanced search" in any search view. You will find it at the bottom of the search pop-up. This allows you to filter/search on any field in the object, using any sort of comparison.

There basically is not "IF/ELSE" construction in the search view as far as I am aware of, so I'm not sure the second point is even possible.

Same for this point.

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Asked: 8/5/14, 10:55 AM
Seen: 818 times
Last updated: 3/16/15, 8:10 AM