YASSER
10/20/2024, 7:05 AMCeligo AI
10/20/2024, 7:05 AMAI generated answer (using internal Slack threads):To create a formula that shows only transactions created from journal entries, you can use a CASE statement in your saved search formula. The CASE statement will check the transaction type and return the value only if the transaction type is 'Journal Entry'. Here is an example of how you can do this:
sql
CASE WHEN {type} = 'Journal Entry' THEN {internalid} ELSE NULL END
In this formula, {type}
is the field that contains the transaction type and {internalid}
is the field that contains the transaction ID. If the transaction type is 'Journal Entry', the formula will return the transaction ID. Otherwise, it will return NULL.
You can replace {internalid}
with any other field that you want to display in your saved search results. For example, if you want to display the transaction date, you can use {date}
instead of {internalid}
.
Please note that this formula should be used in the Results subtab of your saved search, not in the Criteria subtab. Also, make sure to select 'Formula (Text)' as the summary type for this field in the Results subtab.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/20/2024, 7:06 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829233706
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821114063
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819159389
Celigo AI
10/20/2024, 7:06 AM