TeamDesk Knowledge Base & Support

   Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
  
Help with formula
How do I set up this filter formula: If [Attorney or Staff] is Dean Guidry or Tori Guidry or Both, and [Status] is "pending" for any one of them, then show in calendar/table.
ID
1457
Category
Customization
Author

Dean Guidry
Date Created
7/14/2021 8:01:40 PM
Date Updated
7/15/2021 11:18:37 AM
Comments
basenine 7/14/2021 8:15:19 PM
Contains([Attorney or Staff],"Guidry") and In([Status],"Pending")
Dean Guidry 7/14/2021 10:50:40 PM
Well, that’s creative. Thanks. But I how would you code it if the last names were different as in “Tori Alford” and “Dean Guidry”. There are more than just two of us all with different last names.
basenine 7/15/2021 2:18:40 AM
That's a fair bit different from your original query.

In this situation, I'd use the {Ask the User} filter in the View and choose the [Attorney or Staff] column.
When you load the view, check the names you want to query in the [Attorney or Staff] column and Execute
Dean Guidry 7/15/2021 7:50:41 AM
Here’s what support came up with.

Any([Attorney or Staff],"Dean Guidry, Tori Guidry") and [Status]="Pending"

Teamdesk should improve their formula creation module and make it easier for code dummies like me.
Dean Guidry 7/15/2021 11:18:37 AM
I should have been clearer. This was to create a view not conduct a search inquiry. Thanks for the help.
Feedback
Back to Search Results