is it possible to create a saved search of SALES ORDERS and create a formula in the results section to filter the corresponding deal number? E.G. Sales Order has a field DEAL NUMBER: 6758 as well as a purchase Order with the same number from the same field I would like to have a result like: Sales Order Number | Amount | Deal Number | Purchase Order Number | Amount

you need a case statement

In this case I would need two columns with formula, one for sales orders and the other one for purchase orders?

Thats correct. Formula text/numeric and a case statement for each

I can retrieve the document numbers but they are not displayed in the same row It's like Sales Order Number | Amount | Deal Number | Purchase Order Number | SO123 100 50 50 PO123

can you send me a screenshot of your results and criteria. your grouping is off or some other summary type

message has been deleted

try grouping by document number and group the case statements too

Unfortunately it's still separate

what happens when you click on the document number

You need to group by the common field

If I group by the Deal number only, I only get the grouped column as an output

Set summary type for formula functions to min or max