Sunday, May 12, 2019

Create a Customer Saved Search that shows the Old Status and New Status in one column

Create a Customer Saved Search that shows the Old Status of the record and to what Status it is changed to in one column:

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Type: Customer.
3. In the Criteria Tab, add System Notes Fields... > Field > Status > Set as your Filter.
4. In the Results Tab, add the following fields:

Field: Name
Summary Type: Group

Field: Formula(Text)
Summary Type: Maximum
Formula Field:
CASE WHEN {systemnotes.oldvalue} is NULL then ({systemnotes.newvalue}) ELSE ({systemnotes.oldvalue} || '  changed to  ' || {systemnotes.newvalue}) END

5. Enter a Search Title.
6. Click on Save & Run.

Note: Remove the Summary Type to show all the changes made to the status field. The Maximum Summary Type pulls up the latest change made in the record.

 

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