Saturday, May 18, 2019

Expose Opportunity Status in a Transaction Search

In a Transaction Saved Search, the values for Opportunity Status will not render values if the Type of Transaction is Opportunity. Opportunity Status is a join field which is being sourced from the similar Transaction Type. As an alternate solution, users may use a formula in a Transaction Search as below.

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction.
3. Define Criteria as below:

4. Define Results as below:

5. Click Save&Run

No comments:

Post a Comment