I have a list/record field on a customer record an...
# ask-stanley-ai
k
I have a list/record field on a customer record and I need to filter my transaction saved search criteria by the text value of the list record on the customer, and not the internal ID using Formula (text) contains. How can I do that so that it is comparing my value to the text of the list record field and not the internal ID?
c
AI generated answer (using internal Slack threads):
To filter your transaction saved search criteria by the text value of the list record on the customer, you can use the Formula (text) field in the Criteria section of your saved search. Here's how you can do it: 1. Go to the Criteria section of your saved search. 2. Click on the 'Add' button and select 'Formula (Text)' from the dropdown. 3. In the Formula field, you can write a formula that compares the text value of your list/record field with the value you want to filter by. For example, if your list/record field is 'myfieldname' and you want to filter by the value 'myvalue', you can write the formula as
{customer.myfieldname} = 'myvalue'
. Please note that the formula is case sensitive, so make sure to use the correct case for your value. Also, remember that the field name in the formula should be the script id of the field, not the label. You can find the script id of the field in the field settings. ****** 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: 0.862748325
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843157649
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842454
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k
That doesn't work, because the Formula returns the InternalID, not the text value of the field.