Thursday, January 31, 2019

Highlight Empty Column on Saved Searches

User created an Estimate search and would like to easily identify if the Memo field on the record is empty or not. User would like to see all estimates with or without memo, so setting Memo as Criteria Filter would not work. User would like the output to highlight the field so record can easily be found and modified through inline editing.

To do this, perform the following steps:

1.    Navigate to Lists > Search > Saved Searches > New.

2.    Select Transaction.

3.    In the Results tab > Columns subtab, add Memo.

4.    Add Formula (Text).

5.    Set Formula to:

6.    Click Preview or Save & Run.

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