Articles tagged #SEARCHES
Articles tagged
#SEARCHES
How to Export All User Notes
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectUser Note
- ClickPreview
- Click theExport (Excel)Icon
Store Value of Summary Search Result
Custom fields that has values Set by aSummary Saved Searchare not stored in the database. This is because theStore Valueoption of the custom field is set to uncheck to allow the field to update its displayed value based on a Saved Search dynamically.
Extract Parent Name : Child Name of Customer Record in Transaction Saved Search
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.
Compare Values of Multi-Select Field and List/Record Field
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.
Create Saved Search for Transaction Bins
Here are the steps to create the Bins used in Transactions: