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Dynamics 365 general forum

Filter and return a list of fees

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Posted on by 10 User Group Leader


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Hello,

I currently have a problem where I have a list of set up fees (highlighted in blue) for a program/product type. There are questions to the right of it that I need to have a sales rep pick that will filter the set up fee column. Then at the end it will have the remaining set up fees that are filtered by each question with the set up fees in the order of 'order #' (column to left of blue highlighted column).

Any ideas?

Thanks,

  • kstudsrud Profile Picture
    kstudsrud 10 User Group Leader on at
    RE: Filter and return a list of fees

    By the end of the questions I want to have a list of the remaining fees that are associated

  • kstudsrud Profile Picture
    kstudsrud 10 User Group Leader on at
    RE: Filter and return a list of fees

    The columns to the right of the 'Program type' are questions that a sales manager has to answer. The Set up fees (under product description), need to be filtered by the answers that they select by the questions.... For example: If a sales manager selects Under 'Redemption Type'= Foreign  then... the set up fee 'Bank Account Set-up:  US account' will go away because it can only have a value of US in it. Then as the keep answering questions the set up fee column under 'Product Description' will get smaller or stay the same based off how they answer the questions.

  • gdas Profile Picture
    gdas 50,089 on at
    RE: Filter and return a list of fees

    Can you please share more details what exactly you want to do.

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