Compare Values of Multi-Select Field and List/Record Field

Written by
Marsha Andres
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

  1. Navigate to Lists > Search > Saved Searches
  2. Edit the saved search
  3. Click Criteria
  4. Click Standard
  5. Filter:
    • Select Formula (Text)
      1. 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
      2. Formula (Text): Select is
      3. Text Box: Enter 1
      4. Click Set
  6. Click Save
    Note: After adding the filter, only the selected option should show up on the saved search results.