Sarah
04/18/2025, 3:52 PMCeligo AI
04/18/2025, 3:52 PMAI 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.
******Celigo AI
04/18/2025, 3:52 PMSlack 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
Celigo AI
04/18/2025, 3:52 PM