Question

Filter to match 2 data fields

Hi, Other than in a business process, is it possible to create a filter on a list page, which allows me to compare two data fields from the record.

For example, if I want to compare which products have the same Vendor Code with my internal code (not that anyone entered the data incorrectly you understand!) or where opportunities have a budget amount the same as the final sale price, I need to be able to filter based on Field x = Field Y.

thanks

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Not sure that is currently possible to do. The easiest way is as you suggest via a business process. Create a new lookup field (something like 'Matched' with Yes/No values) and then update that when the two fields in the record equal each other. You can then use that as your filter on the list page

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