[corey Contributions: 0Level 1☆]

I can’t for the life of me get this search to work correctly. I am trying to pull a list of customers that do not have a particular item. Using a Summary Criteria I this is my latest:

summary type
Maximum

Field
Formula (text)

Formula
case when {custrecord_ci_bill_to_customer.custrecord_ci_item } is ‘Mid-Market : American Contractor : AC Service Management/Work Orders’ then 1 else 0 end

Description
0

I am still pulling in customers with that item.

Anyone see anything glaring. I have used the same type of criteria many times before.

Feels like something has changed and now it is almost impossible to pull lists of things where a condition is not found.
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[JCirocco Contributions: 0Level 1☆]

Well, just a guess, but if a customer has multiple items besides that particular 1 it would still show the customer because they have at least 1 item not equal to ‘Mid-Market : American Contractor : AC Service Management/Work Orders’ possibly?

[cdelacruz Contributions: 0Level 1☆]

What summary type did you use in Results tab > Columns subtab? It’s possible that another field with summary type is causing the problem.

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