I want to narrow down the results to only those jo...
# ask-stanley-ai
n
I want to narrow down the results to only those journals that were previously applied to bills, you might need to add additional filters or use a formula field. What filters or formulas can be used for this?
c
AI generated answer (using internal Slack threads):
To narrow down the results to only those journals that were previously applied to bills, you can use the 'Applied To Transaction' and 'Applying Transaction' fields in your saved search. Here is a step-by-step guide: 1. Create a new Transaction Saved Search. 2. In the Criteria subtab, add the following filters: - Type: is Journal - Main Line: is True - Applying Transaction : Type is Bill - Applying Transaction : Main Line is True 3. In the Results subtab, add the fields you want to display. This will give you a list of all Journal entries that have been applied to a Bill. If you want to add a formula field to show a YES/NO value indicating whether a journal has been applied to a bill, you can use a CASE statement in a Formula (Text) field. Here's an example:
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sql
CASE WHEN {applyingtransaction.type} = 'Bill' THEN 'YES' ELSE 'NO' END
This formula will return 'YES' if the journal has been applied to a bill, and 'NO' otherwise. ****** 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: 0.845493555
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817459106
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816946328
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