mamedu

The thing is there's a field associated that populates the key for the link per each row. How will I show that? Ex: 'https://na132.salesforce.com/<field_ID>'

thanks a lot, it's working now

Hi @GrantSmith , I tried the logic you recommended and I'm still getting the same problem but I did notice something. So the calculation is: CASE WHEN `transaction_type` = 'Actuals' AND ( ( YEAR(`transaction_date`) = YEAR(CURRENT_DATE()) AND MONTH(`transaction_date`) < 7 ) OR ( YEAR(`transaction_date`) =…

The transaction_type does contain a value, 'Actuals'. There's only 2 values in the transaction_type field, 'Actuals' & 'Budget' and I've tried both and still not working. I've tried the 'like' method as well and it's still not working.

Thanks, it's working now, appreciate it