How do I create a saved search formula that will always pull the first line out of any transaction?

AI generated answer (using internal Slack threads):

To create a saved search formula that will always pull the first line out of any transaction, you can use the

Main Line

criteria in your saved search. Here are the steps to do this: 1. Navigate to the saved search creation page. 2. In the criteria section, add a new criteria. 3. In the dropdown, select

Main Line

. 4. Set the condition to

is

and the value to

T

. This will ensure that your saved search only returns the main line of each transaction, which is typically the first line. Please note that the

Main Line

criteria refers to the summary line of the transaction, which includes the total amount, tax total, etc. If you're looking to pull the first line item of a transaction, you might need to use a different approach, such as sorting by line number and limiting the results to 1. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******