Monday, April 15, 2019

Opportunity Saved Search > List the Last Document Status of the Opportunity Before It was Closed

There are two Statuses in an Opportunity record: Document status (can be seen at the upper right side of the transaction) and the Entity status
(value of the Status field in the Opportunity).

To list the last Document status of the Opportunities before marked as Closed, below are the steps.


1. Navigate to Reports > Saved searches > All saved searches > New.
2. Click Opportunity.
3. Criteria tab > add the following:
- System notes..: Field = is Document Status
- Document status = is any of Closed won, Closed Lost

4. Results tab > add the following:
- Document Number
- Document Status
- Formula (text)
-->  Formula = CASE WHEN {status} LIKE '%Closed%' THEN {systemnotes.oldvalue} ELSE {status} END
--> Custom label = Last Status before "Closed"

5. Click Save and run

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