Is there a way to create a saved search from a lis...
# administrationj
Josh Davis
10/14/2022, 4:08 PMIs there a way to create a saved search from a list of record ids without having to manually select each id in the Criteria? Assuming there are no other common attribute values. I have a list of hundreds of record ids that I need to make an update to and don't want to spend hours selecting each one.
r
RJMNS
10/14/2022, 5:34 PMSimilarly clunky, but has worked for me: drop your list into Excel and use a concatenate formula there to get all the IDs you want into a single cell and in the proper format for a NS Case statement, i.e. '1234','5678','8909'
Then in your criteria put a case statement like
Case when {internalid} in ([your concatenated list from Excel]) then 0 else 1 end and set that equal to zero.
RJMNS
10/14/2022, 5:35 PMDon't use the brackets. Just using them to show what it needed in that formula.
RJMNS
10/14/2022, 5:37 PMFwiw I've done this more with dozens than hundreds, so I have no clue if this will work with that many. Maybe formula editor can only take so many characters, I have no idea.
Honestly what would be way easier if allowed would just be to put a quick custom checkbox on those records, do a CSV import to check it, and then use that as your criteria.
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Josh Davis
10/14/2022, 5:44 PMThat second option might be easier. I cannot seem to find where to even put a case statement in a saved search criteria
Josh Davis
10/14/2022, 5:44 PMThank you!
r
RJMNS
10/14/2022, 9:34 PMFor future reference (though I think the CSV checkbox option is best for this specific use case):
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Josh Davis
10/14/2022, 9:35 PMAh! yeah, I think the csv option would be a bit more scalable. Thank you for your help!!