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Essentially A/R wants to only see customers that h...
# suiteanalytics
t
Essentially A/R wants to only see customers that havent been invoiced, not 'all' of our customers, thought this might be simple.. but I'm also very new to using formulas
g
Can this just be done as criteria? Do you need to be able to put a name in the filter section of the results?
👍 1
t
I am confused by what you mean when you say you add the case statement to the criteria
t
In the saved search criteria I'm adding this, so I can then use it as an available filter
@Gregory Jones - am I overthinking it? The native customer list is so large when they drop down to filter its just slowing them down. They'd like the list to be contained only to the IF's not invoiced. In the end if they have to type it, I suppose it will still be an improvement
t
I would think you would want to just add a criteria to your saved search that says your custbody field is No and then you can add a filter for the name
t
This is the criteria, and putting the "name" filter shows every customer we have in NetSuite, not just the ones relegated to this criteria
Our list is so large its just easier if they could see only customers that meet this criteria
g
@ThaFunk That will return only customers that meet the criteria by how you have it set up. If you need to include a filter so that A/R can filter by name, try following the instructions in suiteanswers ID 18375, seems to work on my end
t
Um, I would need to test it out but don't you need to change your criteria to an expression and AND it all?
g
That allows the addition of a text box to filter by name on the transaction
@Travis Zuri ss criteria defaults to AND operator
t
I wasn't sure, just not sure why his filter list has all the customers names instead of just the ones that fit the criteria
I haven't seen that behavior
g
I've never tried having the drop down as a filter, however based on how they work other places, regardless of if it's filtering or not, they can be very cumbersome to use.
t
Thanks for the insight guys. I will go over the article and see what I may be missing.
g
criteria Formula(text) with this setup
Filter setup like so
And I believe you have to add a Formula (text) to your results, with {name} as the formula in order for it to actually work.
It works with my data, am able to filter based on keywords in the customer names.
t
I will try, thanks
I added it like this, but still cant search, do I also have to add a summary type to the results (formula(text)) if there are other fields with summary type?
We only have it summarized by "status" and "amount".. so then when they click into the details they can see all relevant data
So would I have to add my "formula(text) {name}" as a summary type group or something too? I will try it nonetheless I guess and answer my own question lol 🙂
Yeah that kinda breaks how they are using it right now.. although (IMO) just cleaner to have customers listed from the get go grouped.. smh lol
like everything looks good just doesnt search for me.. smh..
g
Not sure about the functionality when you have results summarized. Have you tried removing the summaries and seeing if it works then?
Searching works for me when the results are summarized. Name column is not one that's summarized. Only thing I can think of is your 
DEFAULT TEXT FIELD FILTER
isn't set to contains on the Available Filter tab.
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