Use Summary Type on Custom Rich Text and Long Text Fields in Saved Searches

User would like to create a Customer Saved Search that would list all customers grouped by Category. In this example, a custom Long Text field called Category was created and applied to Customer records.

Summary Types for Long Text and Rich Text fields cannot be set since they are grayed out. The workaround is to use a Formula (Text) field.

Prerequisite: Get the field ID of the custom field.

1. Navigate to Lists > Search > Saved Searches > New
2. Click Customer
3. Search Title: Enter a title
4. Click Results
5. Click Column
6. Field:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   • Select Formula (Text)
     1. Summary Type: Select Group
     2. Formula: Enter {<ID of the custom field>}
7. Click Save & Run