Tuesday, November 27, 2018

Create a saved search formula to display subsidiary name with transaction number

  1. Navigate to Lists > Search > Saved Searches > New.
  2. Select Transaction.
  3. Navigate to Results tab > Columns subtab.
  4. Add Formula (Text) field.
  5. Under the Formula column, set the value CONCAT({subsidiary}, {number})
  6. Click the Done button.
  7. Click Preview or Save.

Upon running the Results, the Transaction search will display the Subsidiary name along with the Transaction Number under the Formula Column.

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