Saved Search for Customer ID to show only first word

Scenario

Create a Saved Search and extract only the first word of the Customer ID found on the Customer Record. 

Solution

1. Using the Administrator Role, navigate to Lists > Search > Saved Search > New
2. Find and click on Type = Customer 
3. Under the Results Tab, add field:
4. –Formula(Text) – CASE WHEN INSTR({entityid}, ‘ ‘) > 0 THEN SUBSTR( {entityid},0, INSTR({entityid}, ‘ ‘)-1 ) ELSE {entityid} END
5. Click Save and Run



Note: If the Customer ID field had two words such as “1 Customer”, the formula field will pull only the “1”.