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Add the OR AND statements in matching records for behavior and views
This would give a lot for flexibility in creating views and behaviors.

Example: You want to create a view that if a record's field has a certain value or if another field has a certain view it will display it if the match occurs with either field not both of them as we have it now. This way you could makes records a match if either field is a match. I run into this a lot and have to create multiple views to display what I need or several behaviors to get the results I need. We had this feature with Quickbase and it worked very well.


ID
971
Category
Customization
Author

Bernie H Hester III - VP
Date Created
3/12/2016 1:44:44 PM
Date Updated
3/18/2016 6:00:50 PM
Status
New Idea
Score
30
Promoted By
Nick DahyaKelly WatersBernie H Hester III - VP
Comments
Slava Shinderov  Staff  3/12/2016 1:49:42 PM
@Bernie please switch to "Custom Formula" and use any condition you need.
Bernie H Hester III - VP 3/12/2016 8:22:40 PM
I might not have explained it properly. The AND or IF would be after each operator.

Example

1. Name equals Jones
Then have the AND or IF
2. Town equals Hometown
The AND or IF would come after operator.
Bernie H Hester III - VP 3/13/2016 10:43:01 AM
I figured out how to do this in a custom formula. Still might be a good idea to have it in the easy menu format by being able to place the OR AND between the numbers for those of us that do not use custom formulas that often. Thanks

1.[Record Owner]=User() and
2.[Request Home Office Review]=true or
3.[Request Home Office Review (Bud Renewal)]=true or
4.[Request Home Office Review (Ren Help)]=true
Bernie H Hester III - VP 3/13/2016 12:01:11 PM
Nevermind, after testing it does not work. The formula above ignores 1.[Record Owner]=User() and

It just returns all the ones from 2 thru 4 regardless of the record owner

I work like to have the ability to add the AND OR (Maybe THEN) between each record search like this

1.[Record Owner]=User()
and any of these
2.[Request Home Office Review]=true or
3.[Request Home Office Review (Bud Renewal)]=true or
4.[Request Home Office Review (Ren Help)]=true

In this formula it would return a record only if your the user and any record matches 2 thru 4.

Hope I'm better explaining myself now.
Slava Shinderov  Staff  3/13/2016 12:07:27 PM
Please try following formula:

[Record Owner]=User() and ([Request Home Office Review] or [Request Home Office Review (Bud Renewal)] or [Request Home Office Review (Ren Help)])

Learn more here:
https://www.teamdesk.net/help/13.2.aspx
Bernie H Hester III - VP 3/13/2016 12:17:31 PM
Using what you sent and adding my parameters it worked. Thanks for the help

[Record Owner]=User() and ([Request Home Office Review]=true or [Request Home Office Review (Bud Renewal)]=true or [Request Home Office Review (Ren Help)]=true)
Nick Dahya 3/18/2016 5:55:01 PM
Can we have an option in the Matching to have "or" or "any". Right now there is only "is" and "is not"
Slava Shinderov  Staff  3/18/2016 6:00:50 PM
Merged with:
975 - New Table View
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