Custom Field > Display the Number of Cases a Customer has Created this Quarter/Month/Year

This article uses the ability to derive a custom field value based on the results of a summary search result.  The sample uses cases created this fiscal quarter and can be adjusted for different time frames like year, date, week, month, etc...

1. Create a Summary Search
- Navigate to Lists > Search > Saved Searches > New > Customer
- Search Title = Customer - Case Count this Quarter
- Criteria tab
  - Filter = Case Fields... > Date Created > within > this fiscal quarter
- Results Tab
  - Field = Case Fields... > Internal ID
  - Summary Type = Count
- Available Filters Tab
  - Filter = Internal ID
- Save

2. Create a Custom Entity Field
- Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
- Label = Cases This Quarter
- Store Value = Not Checked
- Applies To tab
  - Customer = Checked
- Display tab
  - Subtab = Support
  - Display Type = Inline Text
- Validation & Defaulting tab
  - Search = Customer - Case Count this Quarter (Search created in step 1)
- Save