Good Afternoon! I'm trying to write a transaction ...
# general
b
Good Afternoon! I'm trying to write a transaction saved search that will expose sales orders containing items that belong to a specific item process group, but I want the results to contain all line items on the order, not just the items that are part of that process group. Any ideas for setting the criteria? Completely stuck.
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s
why not use highlight as the differentiator since you want all the line item
a
I'm sure there's a simpler way, this is just off the top of my head, but you could use a Summary Criteria that uses a CASE statement in a Formula, where if the item's process group matches what you're looking for, then 1 else 0 end, If the Sum of that formula is greater than 0, then the sales order contains at least 1 item with that process group (I don't know what process group is - I'm assuming its a List/Record field?). And if you don't have Main Line filtered to Yes, then it should show all the lines of each Sales Order that has at least one such line item. Let me know if that works, or if you found a better way. On second thought, that would probably evaluate for all sales orders in the results set, not just by one sales order at a time.
b
Thanks for the suggestions. I ended up using a series of checkboxes to define the criteria on the sales orders instead. Lot of work on the back end, but it is set up to work much better for the future now.
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