Thursday, March 14, 2019

Create a Saved Search which will show only the Month when a Case was created

To create a Saved Case Search which will show you only the month when a case or any record is created, follow the steps below:

1. Create a Case Saved Search, List > Search > Saved Searches > New.
2. Navigate to the Results tab.
3. Add the field Formula (Text)
4. Add the Formula:


Note: The formula would also work on any record type search.

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