Saturday, July 6, 2019

Replace Customer Name to a Different Value on Saved Search

In order to replace a specific customer name with a hard coded name value in search results based off customer records, please use the following formula on a Formula (Text) field under the Results tab of the saved search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select customer link

3. Set the following under Results Tab > Standard Subtab:


Under Column names select Field Type = Formula (Text)

Under Formula column type:

CASE WHEN {altname} like '%Tom%' THEN 'XYX'
 ELSE {altname} END

Please put the name of the customer that you want to replace under the %sign% with the one that you want to hard code in the two single quotes. For instance, if you want to replace customer name "Tom" based on the search results with hard coded value say 'XYZ', put Tom within two % % signs and XYZ in 'single quotes'.

User may copy and paste the formula in the Formula box after changing the values.

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