Thursday, April 4, 2019

Saved search to include a Yes/No column to show if vendor bills have attached files

Saved search to include a Yes/No column to show if vendor bills have attached files

 

1.    Navigate to Lists > Search > Saved Searches > New > Transaction.

2.    Under Criteria, enter Type: Bill.

3.    Under Results, enter fields like Name, Number and Date. User may add or remove fields depending on his preference.

4.    Under Results, add Formula (Text). Set the Formula to case when {file.internalid} is Null then 'No' Else 'Yes' End.

5.    Set a Column Label for the formula text added.

6.    Enter a Search Title and hit Save.

 

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