[bradsimpson]

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.
This is a cached copy. Click here to see the original post.

[erictgrubaugh]

What does the rest of your search look like? What are the other filters and columns you’re specifying?

Originally posted by bradsimpson

View Post

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?

[bradsimpson]

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)

[kennethm]

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

[Author]

Posts