This topic contains 1 reply, has 0 voices, and was last updated by rnedelkow 8 years, 10 months ago.

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  • #5390

    Dave Brock

    I am attempting to use a NetSuite saved search to bring back system notes for whenever an assigned person changes for a case. However, I would like to grab the initial assigned person and not the multiple re-assignments after that. Is there a way for me to only select the initial value rather than having all re-assignments come back to me? Is this able to be done from a formula somehow?
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  • #5391

    rnedelkow

    This should grab the first person assigned to the case:Case Search
    Criteria tab > Standard subtab
    Select the Filter: System Notes Fields…, and on the new pop-up window choose: Field, for the Field selection: any of: Assigned, click Set.
    Results tab, Sort by: Number, click the button Remove All
    Under Field column, add in Number, on Summary Type column, choose: Group
    On the next row Under Field column, add in System Notes Fields…, and on the new pop-up choose: New Value, click Add
    On the same row (System Notes: New Value), on Summary Type column, choose: Minimum, and on When Ordered by Field column, choose: System Notes Fields… on the new pop-up window choose: Date
    Click OK
    Save

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