Marc
05/09/2025, 4:50 PMCeligo AI
05/09/2025, 4:50 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems like you're on the right track with using a Formula (Text) field and making it an Available Filter. However, the issue you're facing is with the operator you're using. Here's a workaround you can try: 1. Create a Formula (Text) field using
TO_CHAR({amount})
and add it as an Available Filter.
2. Set the default operator for this filter to "is". This will allow the user to enter a specific amount and get the exact match.
3. To handle the case where the filter is left blank, you can add a condition in the Criteria section of the Saved Search. Use the "OR" operator and add two conditions:
- First condition: Formula (Text) IS EMPTY
- Second condition: Formula (Text) IS {filter}
This way, if the filter is left blank, the Saved Search will return all results because the first condition (Formula (Text) IS EMPTY
) will be true. If the user enters a value in the filter, the Saved Search will return only the records where the amount matches the entered value, because the second condition (Formula (Text) IS {filter}
) will be true.
Please note that {filter}
should be replaced with the actual internal ID of your user-facing filter.
******
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
05/09/2025, 4:51 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837038
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828281403
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827468336
Celigo AI
05/09/2025, 4:51 PM