Why does CASE WHEN {transaction.type} = 'Estimate'...
# ask-stanley-ai
a
Why does CASE WHEN {transaction.type} = 'Estimate' THEN 1 ELSE 0 END work when CASE WHEN {transaction.type} = 'Opportunity' THEN 1 ELSE 0 END does not work on a project saved search??
c
AI generated answer (using internal Slack threads):
The issue you're experiencing with the CASE WHEN statement in your saved search might be due to the fact that not all transaction types are available in all saved searches. The transaction type 'Opportunity' might not be available in the context of a project saved search, while 'Estimate' is. In NetSuite, the availability of certain fields in a saved search is dependent on the type of record you're searching on. For example, if you're creating a saved search on the 'Project' record type, only certain transaction types might be available for you to use in your search criteria or results. If you're trying to count the number of 'Opportunity' transactions for a project, you might need to create a transaction saved search instead, and then filter on the project. Alternatively, you could try using a formula field in your results to count the number of 'Opportunity' transactions. However, be aware that this could have a significant impact on the performance of your search, especially if you're dealing with a large number of records. ****** 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: 0.848815918
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837097168
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835510373
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