Wednesday, September 26, 2018

Add Column on a Saved Search Result with preferred column width


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This article will allow users to add a custom column on their saved search result & set it with their preferred column width.

1. Navigate to Reports> Saved Searches> All Saved Searches > Edit any type of saved search ex: Case.

2. Sample HTML code below can be entered via:

    A. Choose Formula (Text) in the Results subtab's field column
            Type the sample HTML code below in the Formula column and enter a label under Custom Label column:

        
OR

    B. Choose Formula (Text) in the Results subtab's field column
            Type the sample HTML code below in the Formula column:

    

4. Click Add/Done then Save.
5. View the saved search results.

Note: A single character can cause the result to display ERROR: Invalid Expression. Take note of the beginning and ending single quote (') and how '||{assigned}||' is formatted. The {assigned} is the Field id of 'Assigned to' field in the case record. Use any field id on the specific record type. The table width attribute sets the width value of the column in pixels. Make sure to end <TABLE> and <TD> tags properly. 

 

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