I am trying to create a report that provides a list of users grouped by Team (not their Home Team) so that we can quickly see who is part of that team and click on any user name to access the user (direct link). I also want the report to filter to only include the 5 teams that I want displayed.
This is the code I am using for the Team Members column:
Is there any way to accomplish what I am looking to do?
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Hi Tracy - The issue you are running into is that there is no object type that allows multiple line items for the same user. If someone was on three teams, you'd need some type of report that had three line items for the same user with just the Team info different. (Like the way the Assignment object type breaks up a task).
The only thing I can think of is a User Report but add a report prompt for Team IDs. Then a person can type in the team they are looking for, and it will filter to just those users with all the contact info and hyperlinks you'd like
Anyone else have any ideas?
hmm, now knowing that...if they want to be able to see all of the teams at once maybe it would be best to make 5 separate reports and combine in a dashboard? I will see which option they prefer. Thanks for the help!
I concur, Anthony.
Tracy, by extending your second approach, although you might be able to fish out some of the User information in the iterate, the chances of making it presentable and clickable are slim, and sortable slim to none. Instead, Anthony's approach gets you pretty close (and presentable, and clickable and sortable). Alternatively, if you have your heart set on seeing all five teams together, instead of prompting for the Team, you could clone 5 reports (ewww...), varying the filter on each to just one of the five of interest, and then drop them all on a dashboard, for presentation purposes.
haha...yes, exactly as you concluded while I typed this up!