[MCS Contributions: 0Level 1☆]

I have a scenario where I would like to bring back any Journal Entries where two of the System Notes Fields and corresponding New Values equal each other when another field equals a specific value. In this scenario, it would be when when the ‘JE Creator’ field and the ‘Document Status’ field both have the same ‘SET BY’ user, and the ‘NEW VALUE’ in the ‘Document Status’ field is equal to ‘Approved for Posting.’ I’ll attach a screenshot of this scenario. I am attempting to show any Journal Entries that did not go through an approval process. If anyone has any ideas how I might be able to apply a filter for this in a saved search it would be greatly appreciated.

Thanks,

Max

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[michoel Contributions: 0Level 1☆]

I can’t test this, but I think something like the following could work –

Criteria – Standard(Use Expressions = T)( System Notes : Field is Document Status AND
System Notes : New Value is Approved for Posting ) OR
System Notes : Field is JE Creator
Criteria – SummaryCount – System Notes : Set By equal to 2
ResultsInternal ID (Summary Type = Group)
System Notes : Set By (Summary Type = Group)

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