Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Sourcing from Saved Search Type: Select Free-Form Text Store Value: Remove Checkmark Сlick Applies To Sale: Enter Checkmark Click Display Subtab: Select Main Display Type: Select Hidden Click Validation & Defaulting Search: Select required Summary Saved Search Click Save Create Transaction Body Field with Store Value checked to which the Workflow sources the values from the previously created field Navigate to Customization > Lists, Records, &… Continue reading Display Summary Search Results in Custom Body Field with Store Value Checked
Author: Renjima C S
Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Source Form SO to Invoice Record Type: Select Transaction Sub Types: Select Invoice Execute as Admin:Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Double Click State 1 Click New Action Click Set Field Value Basic Information: Trigger On: Select Before Record Load Parameters: Field: Enter Message Value: Select Formula Formula: Enter {createdfrom.memo}Note: Change memo to the ID of… Continue reading Source a Custom Field Value from the Sales Order to the Invoice Record via Workflow
Display Multiple Results for One Field in One Line for a Saved Search
Navigate to Lists > Search > Saved Searches > New Search Type: Click Search Type Search Title: Enter Title Click Results Click Columns Field: Select Formula (Text) Formula: Enter replace (ns_concat({custfield}),’,’,’ <br> ‘) Click Add Click Save & Run
Saved Search Formula for Date Range to Pull Out Customers with Order for the last 3 months
The formula: Formula Numeric = case when {today} – {trandate} <= 90 then 1 else 0 end
Modify Format of a Field Displayed in the Result of a Saved Search using Formula
Navigate to Lists > Search > Saved Searches Existing Saved Search: Click Edit Click Result Click Columns Field: Select Formula (Text) Formula: Enter ‘<table width=1000><td><font size=10>’||{fieldID}||'</font></td></table>’ Click Save & Run
Format the Results of Saved Search Fields Using Formula(Text) and HTML Tags
Navigate to Reports> Saved Searches> All Saved Searches > Edit the saved search. Choose Formula (Text) under the Results subtab’s Field column. Under the Formula column, type the sample HTML code below: ‘<font size=”5″>’||{assigned}||'</font>’ Type a label under ‘Custom Label’ column. Then Add Click on Save & Run.
Permission to Load the Next Page Within Saved Search Published Dashboard for Custom Role
Login to Administrator Role Navigate to Setup > Users/Roles > Manage Roles Click Edit for the Customized role Click Permissions Click Lists Permission: Select Perform Search Level: Select View Click Add Click Save
Saved Search Formula to Get the Decimal Part of a Number
The formula to use to get the decimal places of any given number is: mod({number},1)
Search to display difference in the amount of the Invoice using System Notes
Navigate to Lists > Search > Saved Searches select the saved search > Edit Click the results In the column > field Select Formula (Numeric) Formula: TO_NUMBER({systemnotes.oldvalue}) – TO_NUMBER({systemnotes.newvalue}) Save and Run
Saved Item search to Display All Price Levels
Navigate to Reports> Saved search > All saved seach > New Select ‘Item record’ Click Criteria tab > Standard subtab. In the filter > Select Pricing Fields… Pricing Filter: Select Price Levels Price Level: Select All Price Levels Click Results tab > Columns subtab > Add fields Select Base Price Select Other Prices Then give a Title to the saved search Click Save & Run