Saturday, April 13, 2019

Saved Search with Summary Type > Highlighting of Results Based on a Non-Numeric Field

There might be requirement to set up highlighting on a Summary type of Saved Search based on a non-numeric field, for example "Annual sales per customer" > to highlight companies.

To achieve this type of highlighting it is necessary to transform non-numeric condition to a number. Then upon this number the highlighting will be set.

To perform that, follow these steps to modify the Saved Search:

1. Navigate to the Saved Search in Edit mode > Highlighting > Highlighting if… (Summary).

2. Add new condition:
- Summary Type: Maximum
- Field: Formula (Numeric)
- Formula: CASE WHEN {customer.isperson} = 'F' THEN 1 ELSE 0 END
- Formula (Numeric): greater than
- Value: 0
- Then set a type of highlighting, for example check Bold checkbox.

3. Save & Run.

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