Interesting

You can add system notes in your search

The trick is, in your criteria, choose System Notes: Type is Create. Then in your results use System Notes : Set by

Oh I see, thanks! @jcribb

No problem

I'm trying to create a transaction saved search that will only show item groups, and their member items. The caveat is that some of the member items are added to the group on a sales order, they aren't set as being members on the item group. Anyone know how this can be accomplished?

Is there any way I can reset saved search filter ?

What do you mean by resetting the filters

I need to reset the filter of the saved search

Can you edit the saved search and update the criteria? The way I set a default value for a search filter is by putting the same field in the criteria and setting the value to what I want the default to be.

For example, if I have a transaction saved search transactions created during a certain date range, I can set the type of transaction in the criteria to Bill, and then add a filter for Type and show in filter region, then when I run the search, only Bills created in that date range will show up, but when I change the filter to Sales Orders, then only Sales Orders created in that time frame show up

is it possible to create a saved search with an outer join so that results will not be dropped if there are no records in the joined record?

are you using message text as a filter on the search? i don't think you can do both

No, the only filter on the criteria tab is "Stage"... which is also on the available filters tab and allows for showing in the filters region.

If a custom field is formula on a record, and "store value" is unchecked, can you not include that as a result in a saved search?

Hello, is there a way to set a count of a search inside a custom transaction formula field?

Hi all looking to create a count of the days since last case started. Drawing a blank on how to get a count of the days passed since the most recent case. Any ideas?

@kmlo you can do a case search and results do date created and then sort by date descending

my PO search shows my rate in USD. when I export this out, it shows it in GBP (which is our parent currency). anyway to get the USD as shown on the actual PO?

amount (foreign exchange) something like that?

If it's a formula field, I think it's like {fxamount}

i can get the foreign amount, but there's no 'foreign item rate'

Oh, for the item rate, not the item total? I'm not sure about that without doing a formula with like the ((fxamount*exchangerate)/quantity) or something to that affect

Im trying to create a Saved search that shows the Sales Order and related Dropship Vendor but can't seem to get it. Any suggestions?

If the Dropship Vendor is generally the Preferred Vendor of an item, in your results, you can scroll down towards the bottom selection called Item Fields, select that, and then choose Preferred Vendor from the popup box

@suitemike Thanks for th suggestion, I am looking to have the search only return that one number "Days since most recent case with this one criteria" so that I can use it in a KPI meter

@Gregory Jones my understanding is that when you do not tick “store value” it’s not in the database, it’s basically view-only, created on-the-fly. Your best bet would be to replicate your formula in one of the columns of your saved search.

@jcribb a while back I encountered this, NS told me that “povendor” isn’t available as a column in Saved Search. Pretty lame.

I've gotten around situations like that by duplicating the field on the record and always copying the value over when you save it via UE script

then you can search on that custom field