Scenario

Auto-generated numbers is enabled in the Account. Customer Name appears as Name + ID + Parent Customer Name: Name (e.g. Doe, John 12345 Apple, Inc : Doe, John) in transaction search. User wants to display the Customer name in format the Parent : Child excluding the Number.

Solution

To achieve this, use the following steps:

1. Navigate to Lists > Search > SavedSearches > New
2. Select Type (e.g. Transaction)
3. Provide a Title
4. In the Criteria tab > Standard subtab, add filters
5. In the Results tab > Columns subtab, add Formula (Text)
6. In the Formula column, use: regexp_replace({name},regexp_substr({name}, '^(.+?)[0-9]+{2}'),' ')
7. Click Preview or Save & Run