In a saved search, when trying to use a formula for criteria.. is there a trick to how to test for something? i.e. I’m trying to create a transaction search that only shows transactions with impact to the user’s department. So I created a formula text field, and put in {department}={user.department}, but that doesn’t seem to work. Do I need to wrap it in a case or something?

it might be easier to create a saved search that is hard coded to the users department, or put the department in the filter region and allow for employees to choose it.

Thanks, there are many departments, so I was trying to avoid creating/maintaining several searches. Filter would be ok, but not ideal. Appreciate the insight

There is probably a field (you'll have to dig for it) that will be {createdby.user} or something similar, possibly hidden under the applyingtransaction... fields or something of that nature.

Criteria : Formula (numeric) CASE WHEN {department} = {user.department} THEN 1 ELSE 0 END. Then set your criteria filter for 1.