How do I create a saved search formula that will always pull the first line out of any transaction? use a different approach, such as sorting by line number and limiting the results to 1.

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 following approach: 1. Create a new transaction search. 2. In the criteria tab, add a new filter for 'Line' and set it to 1. This will ensure that only the first line of each transaction is returned. 3. In the results tab, add the fields you want to display for each transaction. Here is a sample formula you can use:

CASE WHEN {line} = 1 THEN {transactionnumber} ELSE NULL END

This formula will return the transaction number if the line number is 1 (the first line), and NULL for all other lines. You can replace

{transactionnumber}

with any other field you want to display. Remember to set the Summary Type for this formula to 'Group' to ensure that only unique values are returned. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******