I'm trying to create a saved search to see at line...
# general
g
I'm trying to create a saved search to see at line level if a custom column field value is set by a certain individual then see on the saved search however the custom column is not coming up when I'm trying to add to the criteria: I'm doing system notes field: "customcolfield" however that field is not coming up? Any reason why?
n
Have you looked on the record via tee UI at the system notes to see if it's recorded?
g
yeah looking at the history at line level, it is recorded however not when I look at criteria and try to find the field on system notes: fields
m
It’s a store value ?
g
yep
m
Are you using « line system note fields… » or « system note fields… » ?
System notes fields typically record changes in standard fields. If your custom field is of a type not tracked by system notes (e.g., certain types of sublist fields), it might not appear
g
line system notes...
hence why its weird...
m
Have u trying criteria formula like this CASE WHEN {linesystemnotes.customcolfield} IS NOT NULL THEN 'Yes' ELSE 'No' END
Not necessarily with the same logic