How can I tell which form is used on a transaction...
# ask-stanley-ai
r
How can I tell which form is used on a transaction in a saved search
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AI generated answer (using internal Slack threads):
To determine which form is used on a transaction in a saved search, you can add the 'Custom Form' field to your search results. This field will display the custom form used for each transaction in your search results. Here are the steps to do this: 1. Navigate to the saved search you want to modify. 2. In the 'Results' subtab, click 'New Field'. 3. In the 'Field' dropdown, select 'Custom Form'. 4. Click 'Save'. Now, when you run your saved search, you will see the custom form used for each transaction in the 'Custom Form' column of your search results. If you need the form ID, you can use a Formula (Numeric) field with the formula
{customform.id}
. This will return the ID of the custom form used for each transaction. Please note that this method will only work for non-temporary forms. If a workflow or script uses the form for a specific purpose, or if a role can only use one form due to restrictions, those forms will not be caught by this search. ****** 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: 0.842408359
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840646803
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830521584
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