Saturday, December 8, 2018

Insert a currency symbol ( $ ) before the projected total on the results of a saved transaction search.

By default when you create a saved transaction search or an opportunity search and add Projected Total as one of your results field, this will show the value without the currency symbol when you run the search. To show the value with the currency symbol, you may use the alternate solution below:

 

1.      Create a Saved Transaction Search, List > Search > Saved Searches > New > Transaction.

2.      Navigate to the Results tab.

3.      Remove the field Projected Total from the results field.

4.      Add Formula (Text) and the value of the formula to:

CONCAT('$', {projectedamount}) 

5.      Change the Custom Label to Projected Total.

6.      Run the search.

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