Teams for Quote items

[Mark]

Hi,
would it be possible to add teams to quote items? We basically need the teams to, because we want to create reports and filter out the quote items for each team and then use that report as a report filter to count the amount of items that team has reserved.

[victor]

Hi Mark,

Your case can be solved in a slightly different way. Namely through the creation of a Report using the Created.By.Default Team filter. Each user must have a Default Team selected.

1. Create a Grid Report with the parameter as in screenshot 1;
2. In the created report, using the Runtime filter, select a specific Default team as in screenshot 2.

You can also create a report for each default team separately by setting a regular filter as in screenshot 3.