In a
Transaction Saved Search, the values for
Opportunity Status will not render values if the
Type of Transaction is
Opportunity.
Opportunity Status is a join field which is being sourced from the similar
Transaction Type. As an alternate solution, users may use a formula in a
Transaction Search as below.
1. Navigate to
Lists >
Search >
Saved Searches >
New.
2. Select
Transaction.
3. Define
Criteria as below:
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4. Define
Results as below:
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5. Click
Save&Run.
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