We've added a checkbox to our contacts and need a ...
# suiteanalytics
j
We've added a checkbox to our contacts and need a search to find any customer who has no contacts with the checkbox checked. The search is not eliminating customers who have contacts with the checkbox checked if there is more than one contact. I tried using a COUNT summary on the checkbox, but it's not working. Any advice?
b
are you doing the
COUNT
in Results->Columns, or in Criteria->Summary tab?
j
Tried both. Neither worked.
b
hmm..this is how i wouldve done it:
are you doing a customer search (and joining to contact.checkbox)?
we have a checkbox on our contacts I can play around with tomorrow, but maybe you need to do a
Custom Formula (numeric)
and some
CASE WHEN
statement?
for boolean true or whatever PL/SQL does
g
tested real quickly, and this seems to work for me.
👍 1
j
None of these are working, unfortunately. The one example company I'm looking at has two contacts. One is checked, the other isn't. Because there is one contact that has it checked, it isn't being eliminated.
g
are you summarizing your results?
j
Okay, that seem to have worked! I will do some spot checking to ensure.
g
Right on! Summary criteria require summarized results in order to work.
j
Thank you!
party furby 1