I have a custom record with fields for a matrix. How do I add a formula text field to a search to return a value on that line if the subsidiary and the account both match?

AI generated answer (using internal Slack threads):

To add a formula text field to a search that returns a value on a line if the subsidiary and the account both match, you can use a formula column in your search. Here's how you can do it: 1. In your search criteria, add the fields for the subsidiary and the account that you want to match. 2. Then, add a new column to your search results. For the type, select 'Formula (Text)'. 3. In the formula field, you can write a CASE WHEN statement that checks if the subsidiary and the account match. If they do, then it returns the value you want. If not, it can return NULL or another default value. Here's an example of what the formula could look like:

CASE WHEN {subsidiary} = 'Your Subsidiary' AND {account} = 'Your Account' THEN {value} ELSE NULL END

Replace 'Your Subsidiary' and 'Your Account' with the actual values you're looking for, and replace {value} with the field that contains the value you want to return. Remember to replace the field names with the actual field names in your custom record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******