Hello everyone, Not sure if there is a better appr...
# administration
d
Hello everyone, Not sure if there is a better approach but im trying (and failing) to create a saved search that returns a list of attendees for a training course and whether the invoice has been paid or not. Here is a list of the items on the invoice, i want to return the date, document number, company name, item description (i.e. John Smith (john@email.com), Invoice Paid Status Im familiar with saved searches and ok with formulas but this seems difficult as i need to query all invoices that contain the item code training but only display the item code attendee information in the results (otherwise ill get 3 lines per invoice). Any tips on the right direction or an alternative approach would be greatly appreciated :-)
a
Hi Daniel, I think you can use the filters: Item = ATTENDEE Item on any line = TRAINING
m
Use the “item on any line” criteria in the criteria of the saved search Then use formulas to pull out only the lines you want and use a summary search to group it all into one line
a
Snap 😂
d
Yes i literally just found that myself was going to finish testing before posting my answer 🙂
Thanks!
i think ill be using this "item on any line" a lot more now 🙂
a
It's the best