Tanner Gladson
12/12/2024, 8:53 PMCeligo AI
12/12/2024, 8:54 PMAI generated answer (using internal Slack threads):In a saved search, the summary type 'Group' is used to group different search result rows into the same search row. This is particularly useful when you want to aggregate or categorize data based on a specific field. For example, if you have a custom record with child records and you want to group them by the parent record, you would set the summary type of the parent fields as 'Group'. Here's a step-by-step guide on how to use the 'Group' summary type in a saved search: 1. Navigate to the saved search creation/editing page. 2. In the 'Results' tab, select the field you want to group by. 3. In the 'Summary Type' dropdown for that field, select 'Group'. 4. Save the search. This will group all the search results by the field you selected, and each group will be displayed as a single row in the search results. If you want your child records to appear on distinct rows, then you need to group by a column distinct to each child, usually some sort of id. Keep in mind that you might not need a summary search if you only use 'Group'. If you want to aggregate data within each group (for example, summing up values or counting records), you would use other summary types like 'Sum' or 'Count' on the relevant fields. ****** 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
12/12/2024, 8:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
12/12/2024, 8:55 PM