Allow Variables In Filters
Currently, in filters, you are able to add filters and set criteria such as "A file is not present," "Is Identical To," "Less Than," etc. Many times we need to generate the same view or report based on particular values provided on a call by a customer or prospect. Therefore, I propose that TrackVia enables filters be created in which field values are set as a variables. So, instead of using a pre-populated value, the end user would be prompted to provide those values at the time that the filter, or the overlying view or report, is run. This would be very helpful in creating variations of reports, on-the-fly based on customer (or boss) criteria. Example: Price list limited to a particular territory, currency, metric/imperial, and/or product category, etc.
Jay Ziskrout
shared this idea
2 comments
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Taras Petryk
commented
100% agree. I have just faced the same problem and was trying to find an answer in Google. When I typed "trackvia variables in filter" I ended up here.
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Andrew
commented
Jay,
Thank you for the feedback. I know we discussed this particular item earlier this week, and I have submitted it to our product feedback team for review. I could envision setting a variable field in our current filter, with the option to modify the value of this field while the view (or report) is being run. Like you've stated, this would speed up the ability to produce multiple reports that share similar criteria (except for the variable value).
By posting your ideas on our TrackVia Community, we will have a better understanding if other users share similar sentiments in future product development - through the voting feature.
Thank you,
Andrew