Saturday, September 15, 2018

Compute Number of Days Spent in Current Opportunity Status

To create a search that computes the days spent in an Opportunity Status, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.
     2. Select Opportunity.

     3. Provide a Search Title.
     4. In the Criteria tab > Standard subtab, add the following:




Formula (Numeric)

is 1

CASE {entitystatus} WHEN {systemnotes.newvalue} THEN 1 ELSE 0 END

System Notes : Field

is Entity Status


     5. In the Results tab > Columns subtab, add the following:

  • System Notes : Date
  • Set Function to Age in Days

    6. Click Save & Run.

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