Saved search formula to sum number of activities ...
# ask-stanley-ai
d
Saved search formula to sum number of activities plus messages
c
AI generated answer (using internal Slack threads):
To create a saved search formula that sums the number of activities and messages, you would need to create a formula field in your saved search. Here's a general approach: 1. Create a new saved search in the appropriate record type (e.g., Activities or Messages). 2. In the Criteria tab, set the conditions that the search should meet. 3. In the Results tab, add the fields you want to display in the search results. 4. Add a new field by clicking on 'Formula (Numeric)' in the dropdown. 5. In the Formula field, you can use SQL functions to calculate the sum. For example, you could use
COUNT({id})
to count the number of records. If you have a specific field that holds the number of activities or messages, replace
{id}
with the appropriate field. Please note that the exact formula will depend on your specific NetSuite setup and the fields available in your record type. Also, remember that saved searches in NetSuite have some limitations and may not be able to handle complex calculations or large amounts of data. If you encounter performance issues or incorrect results, you may need to consider other options such as SuiteAnalytics Workbook, SuiteScript, or a third-party reporting tool. ****** 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: 0.828859329
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828445733
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828413963
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