Friday, January 25, 2019

Display Estimate or Quote Date Processed in a Transaction Search

Settings of a new search to display the Estimate or Quote Date Processed:

  1. Navigate to Lists > Search > Saved Searches > New.
  2. Click Transaction.
  3. Enter the Search Title. For example: Processed Quotes
  4. Under Criteria tab > Standard sub tab, add the following filters:
    1. Type = Estimate
    2. Main Line = true
    3. Status = Estimate:Processed
    4. System Notes:Type = Change
    5. System Notes:New Value contains Processed
  5. Click Results tab.
  6. Columns sub tab.
  7. Select System Notes : Date.
  8. Enter Processed Date in the Custom Label column.
  9. Click Preview.
If System Notes are not added under Criteria, the formula below can be used for the Results tab:
Formula Date: Formula = DECODE({systemnotes.newvalue} ,'Processed',{})

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