Looking for advice: I'm creating 12 checkboxes on ...
# generalj
Jordan Fitch
04/21/2023, 3:53 PMLooking for advice: I'm creating 12 checkboxes on a transaction record (Jan-Dec). I'm then wanting to create a saved search that recognized if that month is selected then to show the results, but not sure how I can get the search to recognize that the certain checkbox is for that month. Any ideas on a different approach or how I can assign each checkbox for that month. I'm setting up a recurring workflow to process the transaction if the checkbox is selected for that month. There probably is a better way to do this so I'm just reaching out for some ideas on ways to accomplish this.
r
raghav
04/21/2023, 4:01 PMInstead of creating 12 checkboxes why don't you create a drop down field. And create a list for 12 months ?
Creating a saved search etc. will become easier for you.
And before doing all that can you explain the business requirements a bit more in detail to understand what you are trying to do requires a custom field creation or not.
j
Jordan Fitch
04/21/2023, 4:14 PMI did switch it over to a multi-select, but I ran into the same issue. I think I'm going to have to do a script instead assigning the multiselect values to each month and sparsing it that way. my end goal is to send an email out to the customer with a list of all their opportunities (Jobs) due for that month, but each opportunity could be quarterly, bi-annually, or monthly
Jordan Fitch
04/21/2023, 4:19 PMI suppose I could do it as a memorized transaction and run a search that way, I'm just not too fond of using memorized transactions
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MGBC
04/21/2023, 5:35 PMDoes your opportunity have a date field that you reference to know which month it’s due?
Like the expected close date or something?
MGBC
04/21/2023, 5:37 PMAlso if using a multi select make the values be the same as a consistent date format
(Ie. Jan 2023, Feb 2023, Mar 2023, etc)
Then use a forumla
CASE WHEN {custom multi select field} = TO_CHAR({today}, ‘MMM YYYY’) THEN 1 ELSE 0 END
Add the to the criteria with equals 1
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MGBC
04/21/2023, 5:38 PMThen anytime the text in your multi select is the same as todays date (converted to MMM YYYY format) it will send the email
j
Jordan Fitch
04/21/2023, 7:25 PMI was able to get the results to work with this under each column`CASE WHEN INSTR({custbody27}, 'Jan') > 0 AND EXTRACT(MONTH FROM {today}) = '1' THEN 'X' ELSE '' END` Is there a way to put this under the critera to only show the transactions that equal today's month? I couldn't quite figure out the code and kept getting an error.
Jordan Fitch
04/21/2023, 7:28 PMand yes I will rename my records 🙂 just trying to get it to work for now
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MGBC
04/21/2023, 7:32 PMChange it to a formula numeric and do THEN 1 ELS 0 END
MGBC
04/21/2023, 7:33 PMIn your criteria say equals to 1
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j
Jordan Fitch
04/21/2023, 7:52 PMgot it to work. Thank you for your help!