Is there a way to use line item criteria in a saved search where mainline = true? The saved search of orders to approve where line items include product a or product b. I got 0 results when I tried so changed it to mainline=false and summarized all results. I don't need line data in the search, just to use as criteria. It works for the original purpose of linking to a Dashboard Tile and showing the number of orders to approve. Now the users want it to be in the Reminder portlet instead. But with summarized results, the numbers shows as 0. From what I've read, reminders will show 0 when results are summarized. Since the saved search is of orders to approve, we don't want to show 0 orders to approve. Orders can include both a and b so we don't want to overstate the number either.

Yes, it is true that summarized searches does not work for reminders. Another possible solution, though I don't like it, is to create a custom transaction body field that is set if your criteria is fulfilled. Then you can create a simple saved search from that. Not beautiful though..

Thanks - we may end up having to do a custom body field for another reason, if we can't get something else to work. But for now we'll probably tell the users it needs to be a Dashboard tile.

🤔 thinks about maybe creating an improved Reminders portlet that lets you use summarized search results, and selling it as a suiteapp or something...

….what about criteria ‘item on any line = product a or product b’? Should work when main line = t, that’s the point of the criteria as I understand it

When I tried that, I got 0 results. But when I changed to mainline=F I got results. I had to summarize them though because some SOs will have multiple line items - of both a and b - and we only one one row in the saved search.

even using…‘Item on any line’, not ‘Item’? That’s not my experience. Does your search result include fields from the transaction line? Because that wouldn’t be possible. You’d need to restrict results fields to header, but that seems to be what you need anyway. If you only need one result per transaction that has ANY of the items specified then ‘item on any line’ should work

thanks - I went back and confirmed all my results are header fields - and even removed everything except Doc # - and still get 0 results with mainline=true. This is my criteria. And to clarify - products a and b are groups of products. The criteria uses an item custom field not specific products

oh yeah. sorry. I assumed products were actual items. you won;t be able to use ’item on any line;

So you mean it would work if I hard coded the items in the SS and didn't use custom item field?

it would work if your criteria had Main line = T, AND used ‘item on any line’ instead of ‘item : Base Product’ AND if the criteria ‘item on any line’ was set with actual NS item records (inventory, assembly, service, non-inventory, whatever)

I see what you mean. I wasn't familiar with item on any line - I did just test that and it worked. We'll probably keep it using base product and summary for now, since we got Business to agree to the Dashboard Tile instead of Reminder. Using base product future proofs from new products that would fall into that category. I'll keep it in my back pocket in case that changes though. Thanks for your help!