Compare Values of Multi-Select Field and List/Record Field
Published on
November 30, 2023 at 6:39:22 AM PST November 30, 2023 at 6:39:22 AM PSTth, November 30, 2023 at 6:39:22 AM PST
Scenario
User have an Employee saved search and wants to compare the values of a multi-select field to a list/record field and use it as a criteria to filter the saved search results.
Solution
- Navigate to Lists > Search > Saved Searches
- Edit the saved search
- Click Criteria
- Click Standard
- Filter:
- Select Formula (Text)
- Formula: Enter CASE WHEN REGEXP_SUBSTR({Field ID of the Multi-select field},{Field ID of the List/Record field}) = {Field ID of the List/Record field} THEN 1 ELSE 0 END
- Formula (Text): Select is
- Text Box: Enter 1
- Click Set
- Select Formula (Text)
- Click Save
Note: After adding the filter, only the selected option should show up on the saved search results.