Identify someone in copy in the thread — Cloud Customer Connect
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Identify someone in copy in the thread

Hello

I am putting together an incident report and in one column, I would like to return which incidents were copied to a specific account. The column is working perfectly. When it identifies that there is a transaction whose description contains the account I want to filter, the column returns “Yes” and if it does not find it, it returns “No.”

The report is returning the column correctly, but I would like to filter by that column, and the same incidents that appear as forwarded appear as not forwarded.

I am using the following expression in the column: if(max(transactions.description) like ‘%Daniel Caetano%’, ‘Yes’, if(max(transactions.description) like ‘%Jessica Sousa%’, ‘Yes’, ‘No’))

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