how to bring the category field into an entity sav...
# ask-stanley-ai
s
how to bring the category field into an entity saved search
c
AI generated answer (using internal Slack threads):
To bring the category field into an entity saved search, you can use a formula field. In the formula field, you would use the following syntax:
{category.id}
. This will extract the internal ID for the customer category in a transaction saved search. Here are the steps to do this: 1. Go to your saved search and click on the 'Results' tab. 2. Click on 'New Field' to create a new formula field. 3. In the 'Formula' field, enter
{category.id}
. 4. Set the 'Summary Type' to 'Group'. 5. Save your changes. This will add a new column to your saved search results that contains the internal ID for the customer category. ****** 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: 0.81765753
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815815866
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813098431
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