[btgoligowski24 Contributions: 0Level 1☆]

I’m wondering if someone can tell me if it’s possible to set the criteria of a search to search all of a sublist (essentially saying none of them can be this) instead of letting the search evaluate to T based on one result. An example is the best way i can think to show this. I want to set up a workflow around this but am struggling coming up with the proper search criteria.

Customer based workflow, therefore needs to be a customer based search

2 different conditions for 2 different actions:

condition 1: customer has an existing open opportunity > action 1 happens

condition 2: customer does not have an existing open opportunity > action 2 happens

The problem is that condition 2 tends to trump condition 1 because our customers can have multiple opportunities. Customer XYZ has a previous Closed Lost opportunity but is now back in the mix again, so we create a second/new opportunity that is now open. Well, this customer now winds up in both condition groups because of multiple opps fulfilling respective criteria. I want to set it to evaluate on the whole group rather than just finding 1 and being done. Each one is it’s own search, I’m not trying to drive everything off one search. Can someone help me figure out how to set this up? Hopefully I’ve explained it well enough. Thanks!
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[michoel Contributions: 0Level 1☆]

This should be achievable using “Summary Criteria”

https://system.netsuite.com/app/help…n_N647835.html

Search Type: Customer

Criteria – SummarySummary Type: Sum

Field: Formula (Numeric)

Description: is greater than 0

Formula: CASE WHEN {transaction.type} = ‘Opportunity’ AND {transaction.status} = ‘In Progress’ THEN 1 ELSE 0 END

Results:Internal ID (Summary Type = Group)
Name (Summary Type = Maximum)

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btgoligowski24 replied on 10/20/2016, 02:11 PM: That worked beautifully! Thanks! I [obviously] hadn’t though about using a CASE formula to set and sum values for opps.

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