Wednesday, September 26, 2018

Format the Results of Saved Search Fields Using Formula(Text) and HTML Tags


1. Navigate to Reports> Saved Searches> All Saved Searches > Edit a case saved search.
2. Choose Formula (Text) under the Results subtab's field column.
3. Under the Formula column, type the sample HTML code below:
'<font size="5">'||{assigned}||'</font>'
4. Type a label under 'Custom Label' column.
5. Hit Add or Done.
6. Hit Save.
7. View the saved search results.

Note: A single character missed can cause the result to display ERROR: Invalid Expression. Note 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.
 




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