Does anyone know what is wrong with this formula? CASE WHEN {type} = ‘Inventory Adjustment’ THEN {custbody12} ELSE {createdfrom} END The error message is: The result field Formula (Text) cannot be grouped. Please edit the search and omit this field or use a different summary function. {custbody12} and {createdfrom} are both list fields sourced from transaction. I don’t understand why I cannot use the GROUP summary type in this case.

Try with Max or Min not GRoup

That works but it skews the results. Shows only one row. I need it grouped by PO which is those 2 fields (custbody and createdfrom).

Try adding another formula of the same formula but use custbody12.id and createdfrom.id instead then group that Then use MAX on your original formula column