Hey all -
I’ve tried to figure this out using a ton of the incredible feedback you’ve all provided for other users. Alas, I’m stuck.
I’ve built a growingly complex but super useful CRM. I’m using a field called tags to drive a lot of automation.
I’ve created three controls:
filteron = checkbox
FilterTag = a single selection control that pulls items from the Tag list table
FilterCity = a single selection control that pulls items from the City list table
Tag = lookup to Tag list table
Current City = lookup to City table
The filter formula:
The controls and filters appears to be working properly in a basic way. But there are three issues:
- The only options in the select control are a specific item or Blank, which pulls records that are blank. I can’t figure out how to reset the box or insert an option for ALL.
- I can’t select between And/Or in terms of filtering by Tag AND City. One way to accomplish that would be a toggle, but another way is to actually solve #1 so that I could filter by Tag then just select all for cities or whatever.
- The fallback if the If logic is false is currently “” because I don’t know how to add “show all records” to the filter formula.
I’m sure this isn’t too complex I’m just hitting a wall after working on it for some time.