formula to bring the item name on a transaction sa...
# ask-stanley-ai
n
formula to bring the item name on a transaction saved search but remove the duplicated items for each customer
c
AI generated answer (using internal Slack threads):
To create a saved search that brings the item name on a transaction but removes the duplicated items for each customer, you can follow these steps: 1. Create a new Transaction Saved Search. 2. In the Criteria tab, set the following: - Main Line = False - Type = Sales Order (or any other transaction type you are interested in) 3. In the Results tab, add the following fields: - Name (Group) - Internal ID (Count) 4. In the Summary tab, add a new filter: - Internal ID (Count) greater than 1 This will give you a list of items that appear more than once in the same transaction. The 'Group' summary type for the 'Name' field will ensure that each item is listed only once per transaction, effectively removing duplicates. Please note that this will only work for line items on the same transaction. If you want to find items that are duplicated across different transactions for the same customer, you would need to add the 'Customer' field to your Results tab and group by it as well. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828481257
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819592834
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818552911
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