Any ideas on how I can have a saved search show th...
# suiteanalyticsp
pen one
10/26/2021, 4:29 PMAny ideas on how I can have a saved search show the date a sales order status was changed from Pending Approval to Pending Billing?
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Gregory Jones
10/26/2021, 4:52 PMcase when ({systemnotes.oldvalue} = 'Pending Approval' and {systemnotes.newvalue} = 'Pending Billing') then {systemnotes.date} else null endGregory Jones
10/26/2021, 4:53 PMformula(date)p
pen one
10/26/2021, 5:44 PMthanks for this!
👍🏻 1
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Gregory Jones
10/26/2021, 5:53 PMIf for some reason that status was changed multiple times, you'll have multiple dates, and thus multiple rows returned in your results.
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pen one
10/27/2021, 3:40 PMThanks. I ended up creating a field on the sales order and via workflow adding the date when the sales order is approved.
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Brian S
11/10/2021, 8:36 PMAssuming you're setting the approval status via an approval workflow, you can also do a saved search on workflow instances, and set criteria for the approved state and show date entered state in the results