Thursday, April 4, 2019

Create a Saved Search to Count the Days Before an Estimate was Converted to a Sales Order


1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Transaction.
3. Provide a Search Title.
4. In the Criteria tab, set Type - any of - Sales Order.
5. In the Results tab, add the following field.

Formula (Text) or Formula (Numeric)ROUND ({datecreated} - {createdfrom.datecreated})

5. Save and Run.

This formula will can be applicable to any transaction record as long as the Created Form field is available and is populated.

No comments:

Post a Comment