Filter the results in saved search using text

For example, if you want a saved search of sales order with orders created in specified month as mentioned as text, do the following –

  • Create a saved search
  • Goto available filters subtab, add Formula(Text) as an available filter
  • Now, in criteria subtab add Formula(Text)
  • Save the search
  • Now search for the month

Note – This might not display results when you use ‘Use Expressions’

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