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:
Field | Description | Formula |
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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