Hello,
On the Case page, I want to add a chart showing the yearly sum of a numeric field, filtered by the contact who created the case, but I can't find a way to do this. If the chart object is Contact, the Column option cannot be selected the numeric field of the Case. If the chart object is Case, it cannot be filtered or associated with the Created By contact.
Is there a way to do this?
Thank you in advance.
Regards.
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Hello Carlos,
Hope you are fine.
It should be possible to create such a chart.
As we, however, don’t have full visibility into your exact setup and configuration, we are unable to provide a precise, step-by-step solution.
Instead, we have used a different object to illustrate the general concept and give you an overview of how it can be implemented.
In attachment, please refer to the steps that could be taken.
You can also filter this data by date, such as by year, or by other criteria according to your requirements.
In case of additional questions, please let us know.
Best Regards,
Ryad
Ryad Krache,
Hi Ryad,
With the solution you're proposing, thousands of contacts will appear. That's why, as I mentioned, I need a way to ensure that only the case creator's information is visible to the people who will be managing the case.
Thanks for your reply anyway.
Best Regards,
Carlos