This topic contains 3 replies, has 0 voices, and was last updated by kennethm 7 years, 5 months ago.

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  • #4874 Score: 0

    bradsimpson
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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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  • #4875 Score: 0

    erictgrubaugh
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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?

  • #4876 Score: 0

    bradsimpson
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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)

  • #4877 Score: 0

    kennethm
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    • Level 1

    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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