Issue – The ‘Age in Days’ function is used in the saved search with Formula(Date) and an unexpected error is shown when running the search. The Formula(Date) is used to calculate the expiry date age here. So, no need to use the Age function here as the difference between today and the expiry date is… Continue reading Unexpected error when using the ‘Age in Days’ function.
Tag: saved search formula
Create a saved search to display the total of sales amount form current month to date last year and this year.
Scenario: Saved search to display the total of sales amount form current month to date last year and this year considering sales orders. Solution: List> Search> Saved Searches Select TransactionsEnter Search TitleCriteria:Type: Sales OrderMain line: FalseTax line: FalseCOGS: FalseShipping: FalseResults:Field: Documents number, Summary Type: GroupField: Formula(Currency), Summary Type: (Sum): CASE WHEN TO_CHAR({trandate}, ‘YYYY’) = TO_CHAR({today},… Continue reading Create a saved search to display the total of sales amount form current month to date last year and this year.
How to fetch Online Price into Item Saved Search
To retrieve the fields from the pricing join fields to get the price-related data in the item record the formula is applied in the saved search as shown below. Using this formula, we will get the Online Price of the item in the saved search result.
Saved search formula to be applied as a criterion for fetching sales order item lines that have zero backorders by increasing the committed quantity, not by decreasing the ordered quantity.
Saved search formula to display class of an item without displaying the parent class.
Select “Formula (Text)” field. Give formula as TRIM(REPLACE({class}, {parentclass} || ‘ :’, ”))
Remove Comma from the text field in Saved Searches
The formula to remove the commas (for 1000 separation) in the amount/currency type fields can not be applied for text fields. For the text fields, the replace function can be used to remove the comma. REPLACE({amount},’,’, ”)
Expose the Number of Transactions Created per Hour in Saved Search
On a Transaction Saved Search, the user wants to expose the number of Transactions Created per Hour. Solution Navigate to Lists > Searches > Saved Searches Find the Saved Search in concern Click Results Click Columns Fields: Select Formula (Numeric) Summary Type: Select Maximum Function: Select Round Formula: Enter sum(case when {systemnotes.type} = ‘Create’ and {systemnotes.field} = ‘Record’ and to_char({systemnotes.date},’hh24′) = ’16’ then 1 else 0 end)/NULLIF(count(distinct case when {systemnotes.type}… Continue reading Expose the Number of Transactions Created per Hour in Saved Search
Format and Specify Rounding of Formula on Saved Searches
Round Function available on Saved Searches is limited to Round, Round to Tenths, and Round to Hundredths. However, there can be a specific rounding off and format for formula values on Saved Searches (i.e. ”999,999.9999”). Example: Create a sales search and divide the sales amount by 3. The result should have the format 999,999.9999 Solution… Continue reading Format and Specify Rounding of Formula on Saved Searches
Saved search formula to group the results and fetch the description from the first line
Saved search formula to group the results and fetch the description from the first line
Popup Window From a Saved Search
Scenario: Is there any way to have the search result pop instead of opening a new tab every time it is triggered? The user is opening dozens of tabs open in a very short time. The end result is to have a contact opened and the contact history opened as an Inbound Call so the… Continue reading Popup Window From a Saved Search