Friday, March 8, 2019

Formula that Evaluates the Value of a Check Box Returns Different Results in a Saved Search and Custom Field

For example, create a formula that will display 1 when a checkbox is marked and 0 when checkbox is unmarked.

    CASE WHEN {checkboxID} = 'Yes' THEN 1 ELSE 0 END

If used in a custom field, result will be 1 but when used in a saved search, result will be 0.

Resolution for Saved Searches, use 'T' instead of 'Yes'.

For example: The user would like to display 1 in a Customer Saved Search if the Taxable field is checked in the Customer record.

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Customer.
3. In the Results tab, add a Formula (Text) field.
4. Set Formula to: CASE WHEN {taxable} = 'T' THEN 1 ELSE 0 END.
5. Rename the Saved Search.
6. Save & Run.

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