This topic contains 3 replies, has 0 voices, and was last updated by kennethm 7 years, 5 months ago.
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bradsimpson- Contributions: 0
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I have a saved search with a result field of Formula (Date/Time). The CASE WHEN formula I’m running is:
CASE WHEN {custbody_sow_req_cmplt} = ‘T’ THEN {systemnotes.date} ELSE Null END
The problem I’m running into is when it finds the check box to be checked/True, then it’s returning the date for every entry in the System Notes list causing the results to be multiplied by the count of entries in system notes. I only want the date/time that the specific checkbox referenced changed from F to T. Any help resolving this would be very much appreciated.
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erictgrubaugh- Contributions: 0
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What does the rest of your search look like? What are the other filters and columns you’re specifying?
Originally posted by bradsimpson
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I only want the date/time that the specific checkbox referenced changed from F to T.
Is that the only thing you’re trying to accomplish with the search, or are there other results you’re trying to show alongside those dates?
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bradsimpson- Contributions: 0
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Criteria: SOW Requested (Custom Checkbox) = True
Results: Opportunity Status
Document Number
Title
Customer
Sales Rep
SOW Requested Date (Custom Body)
SOW Request Completed (Custom Body)
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kennethm- Contributions: 0
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Your saved search criteria should be:System Notes : Field is SOW Requested
System Notes : New Value is T
Your results then wouldn’t require a formula and would just need the field System Notes : Date -
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