Hi Team. What should I change on this formula to show the date when X field = Y field: CASE WHEN {assigned_to} = {community_manager} THEN {systemnotes.date} ELSE NULL END The issue with this formula is that if the record is modified, it will show the last modified date. Thank you!!

Try something like

CASE WHEN {systemnotes.field} = "Assigned To" AND {systemnotes.newvalue} = {community_manager} THEN {systemnotes.date} ELSE NULL END

Replace "Assigned To" with whatever the Field label is of that field.

Thank you so much! I didn't encounter an issue, however, the saved search result is blank.

Add the column system notes:field and system notes: old value and system notes: new value Find the results row that matches what you want your criteria to be Then make your formula match those

This also assumes that both fields are the same type. If one is a List/Record and one is Free-Form Text, this will not work.