Saved Search > Separate Columns for Getting Parent and Child Customer Names

Currently, the Name field shows the combined parent and child name. User wants to show separate columns for Parent and Child Company.

Solution 1:

1. Navigate to Lists > Search > Saved Searches >  New > Transaction.
2. Under Criteria subtab > Standard subtab, enter the filter Type is Sales Order or Invoice
3. Under Results subtab > Columns subtab, enter the following:

- Formula (Text) | Formula: {customer.parent} | Custom Label : Parent Customer

- Formula (Text) | Formula: {customer.companyname} | Custom Label: Child Customer

4.  Rename the Search Title
5. Save & Run

Solution 2:

1. Edit the Saved Customer Search.
2. Go to Results tab, then go to Columns sub tab.
3. Select Formula(Text) from the Field dropdown list.
4. Set the following formula:

REGEXP_REPLACE(REGEXP_SUBSTR({name},': [^:]+*$'),': ','')
 
5. Click Add.
6. User may Save & Run.