Text Mode filter showing Projects missing a custom field/form | Community
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seanlewis1
February 21, 2020
Question

Text Mode filter showing Projects missing a custom field/form

  • February 21, 2020
  • 2 replies
  • 623 views

Hi, all!

Would anyone be able to assist me with creating a text mode filter showing projects missing a certain custom field called 'Account Manager' (or if it's easier, projects missing a custom form with a name containing the word 'Intake')? Any help would be greatly appreciated.

Thanks in advance!

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2 replies

A
AidanGr
February 24, 2020

you don't need a text mode filter for that. Just create a normal filter, select the Account Manager field, and isblank.

You can search for the Account Manager field, but it's also on the object type of the custom form (i.e. project if it's a project custom form).

I've done this myself with lots of our custom form fields.

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seanlewis1Author
March 3, 2020

Thank you, Aidan! I thought I was going to have to use the Exists/Notexists commands in text mode since this form isn't attached to all of our projects. You're absolutely right though - I was simply able to use the Is Blank function in the filters section without Text Mode.

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