Wednesday, June 19, 2019

Expose Subclass Of in a Class Saved Search

Currently, the Subclass Of is not an available field to be exposed on a Class Saved Search. Note that the Subclass Of is a standard field in a Class form with Internal ID = {parent}. However, using Formula (Text) = {parent} will return an error "field not found".

As an alternate solution, users can create the following Saved Search:

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Class

3.    On the Results tab add the following fields:

·         Name where Summary Type = Group

·         Formula (Text) = DECODE({systemnotes.field}, 'Child Of', {systemnotes.newvalue}) where Summary Type = Maximum and When Ordered By Field = System Notes: Date

4.    Hit Preview or Save and Run

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