Validate the Document Type Field empty on Saved Search

Scenario

There is a requirement to validate the Document Type Custom Field to “is empty” in a Saved Search filter but the “is empty” option is not available.

Solution

A formula may be created to achieve this.

1. Navigate to Lists > Search > Saved Searches > New
2. Click Saved Search
3. Click Criteria tab
4. Click Standard tab
5. Filter:
6. Note: Always click Set and Add once Field is selected and adjusted as needed.

• Select Formula Numeric
• Formula: Enter CASE WHEN {‌custbody} IS NULL 1 ELSE 0 END
• Note: Replace custbody with internal id of custom field being used.
• Formula (Numeric): Select equal to
• Value: Enter 1

1. Click Preview
2. Click Save & Run