Monday, June 17, 2019

Count Number of Standard Field Case Type with Use of Sum in Summary Type

Recommendation:

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

2. Select Search Type = Case

3. Criteria (enter if there are any additional requirement).

4. Results tab > Columns subtab > Field:

a) Number
- Summary Type = Group

b) Company
- Summary Type = Group

c) Type
- Summary Type = Group

d) Formula Numeric
- Summary Type = Sum
- Formula = case when {category} = 'In Depth' then 1 else
0 end
- Custom Label = Pending

5. Click Save & Run.

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