Users may create a transaction saved search that will show only transaction/s without attached file/s or with attached file/s on different folder.
Here's a scenario. I have 5 transactions (ex: Sales Orders) with different conditions.
1. Sales Order without attached file
2. Sales Order with attached file from Prescription Forms folder
3. Sales Order with attached files from Misc. folder and Prescription Forms
4. Sales Order with attached file from Misc. folder
5. Sales Order with attached files from Misc. folder, Other folder, Custom folder
Requirement: Pull up Sales Orders without attached file and/or Sales Orders with attached file without Prescription Forms folder.
Here's how the transaction saved search set up:
1. On the Criteria tab > Standard subtab > Filters:
- Type = Sales Order
- Main Line = Yes/true
- Date = your preferred date range
2. On the Criteria tab > Summary subtab > Filters:
- Summary Type = Sum | Field = Formula (Numeric) | Formula = case when {file.folder} = 'Prescription Forms' then 1 else 0 end | Formula (Numeric) = equal to | Value = 0
3. On the Results tab > Columns subtab > Fields:
- Date | Summary Type = Group
- Type | Summary Type = Group
- Number | Summary Type = Group
- Name | Summary Type = Group
- Amount | Maximum
4. Save & Run.
The Search Results will only show Sales Orders 1, 4 and 5 (from the scenario above).
Saturday, July 13, 2019
Transaction Saved Search to Display only Transactions without Attached file/s or with attached file/s on Different Folder
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