Summary search – knowledgebase JJ

Source the creator of record

Create a Custom Field that sources the Name of who created the record using a Summary Saved Search.

Sequence Number column for a summarized saved search

Rank a search result by the sum of amount, grouped by item. Solution: As you are aggregating the results (MIN, MAX, SUM etc) you also need to aggregate the expression in the ORDER BY clause, so that the results returned by the ROW_NUMBER() function match up with the summarized results of the rest of the saved search. All you would… Continue reading Sequence Number column for a summarized saved search

Apply Summary Search Result to a Field

Requirement: We need a reference in the Sales Order Advanced PDF template to distinguish whether the order has an invoice posted against it or Partially/Fully fulfilled. Solution: We can create a free-form text type field where we will add a summary search which shows the count of applying transactions (type= invoice or Item fulfillments) in… Continue reading Apply Summary Search Result to a Field