This topic contains 6 replies, has 0 voices, and was last updated by lamesa 7 years, 8 months ago.

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  • #4938

    lamesa

    I am trying to create an invoice saved search that will conditionally pull in either fxamount or amount based on if Multi Currency is enabled. If have tried the below formulas, but can’t seem to get it working. Does anyone know if this is possible?

    Formula 1: nvl({fxamount},{amount})

    Formula 2: case when {fxamount} like ‘%ERROR%’ then {amount} else {fxamount} end
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  • #4939

    david.smith

    Have you tried just using the fxamount by itself? I think it will return the currency being used.

  • #4940

    lamesa

    Yes, in a non-multicurrency environment it does not work and the formula column will show an error.

  • #4941

    david.smith

    Is this for a plug-in or bundle that will be installed to various accounts? If so, why not create both searches and use an installation script to write the correct search to the account.

  • #4942

    lamesa

    This is for a bundle that will be installed in multiple accounts. The saved search is used as a sublist on a custom record. Is is possible through an installation script to dynamically change the sublist search on a custom record?

  • #4943

    david.smith

    Good question. I know you can create it dynamically. I’m not sure about assigning it.

  • #4944

    lamesa

    I ended up creating a bundle installation script and just dynamically modifying the search columns after install and update and that seems to be working great. Thanks for your help, David!

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