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I have a search where mainline is not specified because I need item detail, but I need to sum the quantity from the mainline of the transaction. I think the formula (numeric, sum)  is something like CASE WHEN {mainline} = '*' THEN {quantity} ELSE 0 END but can't make it work, am I close?

Seems close. I might be tempted to try line ID instead.

could also try for "true" or "t" instead of the asterisk

I'd consider using a formula text of {mainline} to see what result it returns

i did try 't' and 'true' with no luck, but i'll give your other two suggestions a whirl. i've used mainline for several reports for a previous employer, just can't remember exactly how it worked.

It must have been the 'ELSE 0' that messed it up because CASE WHEN {mainline} = '*' THEN {quantity} END works. FWIW.