Name of Feature/Request: Issue with report filtering
What financial, time savings, or quality of life improvements will occur from this: The goal of this future feature is to allow empty or “null” search criteria in filter that employs a custom fieldThings to Consider: Custom filters are used by various clientsSuggested Alternative Solutions: Avoiding leaving custom filters blankOriginal Description (for support write-up):Summary: Report filter based on a custom field does not pull null values, despite being left blank. This report compiles a list of opportunities which contain the custom field “Not Sold Category.” If this field is left blank on opportunities, the report does not pull the opportunities that do not have this field filled even if the filter related to the Not Sold Category is left blank before running the report.Tenant(s): Miles TechnologiesSteps to Reproduce: Step 1: Create a custom field for an opportunity Step 2: Create 2-3 opportunities and leave this custom field blank Step 3: Use the report filter related to the custom field and leave it blank before running the reportActual: Opportunities that do not have a value in the custom field do not get pulledExpected: Opportunities that do not have a value in the custom field should get pulledFiles path: Report and Opportunity/Images: Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: (for support write-up):Summary: Report filter based on a custom field does not pull null values, despite being left blank. This report compiles a list of opportunities which contain the custom field “Not Sold Category.” If this field is left blank on opportunities, the report does not pull the opportunities that do not have this field filled even if the filter related to the Not Sold Category is left blank before running the report.Tenant(s): Miles TechnologiesSteps to Reproduce: Step 1: Create a custom field for an opportunity Step 2: Create 2-3 opportunities and leave this custom field blank Step 3: Use the report filter related to the custom field and leave it blank before running the reportActual: Opportunities that do not have a value in the custom field do not get pulledExpected: Opportunities that do not have a value in the custom field should get pulledFiles path: Report and Opportunity/Images: StrivenID: 2176549