Sunday, April 28, 2019

Saved Search that will show when Account have either been made active or inactive

1. Navigate to Reports > Saved Searches >All Saved Searches > New> select Account

2. Under the Criteria tab > Standard subtab, add the filter Formula (text).

3. In the Description pop up menu set the following formula:

case when ({systemnotes.field} in ('Inactive') and {systemnotes.newvalue} = 'T') then 1 else 0 end

4. Set Formula (text) to Is and put 1 on the corresponding field beside it.

5. Click Set.

6. Enter the desired results under the Results tab and click Save & Run.

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