Is it possible to create a saved search for custom...
# general
r
Is it possible to create a saved search for customers who have purchased x item. And customers who have purchased y, z item but never the x item ?
m
Yes use expression and , or
r
Doing a search on sales order. How it will be possible I am not exactly sure. Even with grouping and stuff.
d
use summary criteria and group your results by customer. something like
CASE WHEN {transaction.item} IN (_item_y_internalid_, _item_z_internalid_) THEN 1 END
SUM, Formula(Numeric), greater than 0
CASE WHEN {transaction.item} = _item_x_internalid_ THEN 1 END
SUM, Formula(Numeric), equal to 0
☝️ assumes a customer search, but you could do it as a transaction search instead
r
Thank you
👍 1
s
Transaction search will give you more flexibility, you have more options for join table option. Because transactions touches more tables than entities
☝️ 1
r
Yes I did it on transaction search only. I never had previously used summary criteria so was not sure how it worked. Wanted to try saved search before moving towards suiteQL.