mescalante
04/30/2025, 12:03 AMCeligo AI
04/30/2025, 12:03 AMAI generated answer (using internal Slack threads):To create a search with Work Order closed with short Components, you can follow these steps: 1. Navigate to
Reports > Saved Searches > All Saved Searches > New
.
2. Select Transaction
as the record type.
3. In the Criteria
tab, add the following filters:
- Type
is Work Order
- Status
is Work Order:Closed
- Main Line
is False
(this will ensure that you are looking at the line items, not the entire transaction)
4. In the Results
tab, add the fields that you want to display. For example, you might want to include Item
, Quantity
, Amount
, etc.
5. (Optional) If you want to include a formula to calculate or display specific information, you can add it in the Formula
field in the Results
tab.
6. Click Save & Run
to view the results of your search.
Remember, you can always modify the search criteria and results to better suit your needs.
******
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
04/30/2025, 12:03 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835331082
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833490551
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832226038
Celigo AI
04/30/2025, 12:03 AM