Saved Search Formula that Compares Value Between a Custom Field and a System Note Field

Example on how to use the formula:

User created a CRM date field to capture the date of the first email sent by Support Rep, in this example the field "First Message Date (custom)". The case search should return all the cases where the Date Assigned To (Date when the case was assigned to Support Rep) in the system note is equal to the custom date field.

To create the search, perform the following steps:
1. Navigate to Reports > Saved Search > All Saved Searches > New.
2. Select Case.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set the following:

Field	Description	Formula
Formula (Text)	is Yes	CASE WHEN decode({systemnotes.field},'Assigned',trunc({systemnotes.date})) = trunc({custevent3}) THEN 'YES' ELSE 'NO' END

Note: custevent3 is the ID of the custom date field.

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

Field	Formula
Number
Date Created
Assigned To
Last Message Date
First Message Date (custom)
Formula (Text)	CASE WHEN decode({systemnotes.field},'Assigned',trunc({systemnotes.date})) = trunc({custevent3}) THEN 'YES' ELSE 'NO' END

6. Click Save & Run.