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Super beginner question here. I'm trying to make a...
# beginners
b
Super beginner question here. I'm trying to make a saved search for a reminder that counts the number of E-mails sent for a PO in order to give purchasing a way to see if the PO has been sent to the vendor or not. In the summary section, the description is grayed out, but also required, which means I can't make the row. Does anyone know what I'm doing wrong from this very limited information?
s
when I did the same I got a popup, did you get a popup?
b
I do, but I can't do anything to make the description fill in.
s
it will populate from that box
b
so if i am using count, and the box says "any of" I just need to put a number in there... That doesn't do anything?
s
you are saying count, so you are counting how many messages
b
That's what I'm trying to do. Yes. Failing at the moment
I'm used to SQL so I'm expecting a group by so I can say what the divisions are for what It's counting.
s
you can also say not empty,
then do it in standard
you can use SQL in standard tab
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b
I didn't see count in there.
s
you will in the result tab
b
message has been deleted
so I did this.
s
yes
b
but it tells me I need something in the summary
s
it tells you you need to create other fields as summary type
if you don't it will only show you the one that you grouped
i mean counted*
b
so in the summary, I need to add the PO number? right?
crap, I have to go to meeting. I'll have to continue later.
s
I actually like that idea of creating reminder for counts of Email sent from PO, I think i might do that, by the way did it work for you?
b
ok. I just got back. lets see if I can get this working
I'm going to attack it from a slightly different angle and start with built in open PO search, then see if I can add the count of E-mails, then add the filters.
s
sure let me know if how it goes, but my company keeps emailing them selve the POs currently so maybe if we do it this way we can just see when the PO was sent out.
b
Yeah, I'm trying to get rid of that. E-mail inboxes are already clogged up, so why add more?
s
yup I agree
b
I can't figure out how to get the count... I've got this search, which get's me a row for each email, how do I group and count these?
s
I have a meeting in 5 mins let me look more in once i am done
b
So I can get the count, but none of the other fields are showing.
Got it figured out, you have to add a summary type to everything. Group is one of them.
Now I just have to figure out how to limit the search to show only PO's with 0 for the count.
Got it. You go to criteria, and recreate the same count equal to 0
Crap. Now the reminder shows the count (which is 0) and not the number of records (POs) in the list... hmmm
So I removed the row on the results for the messages count, so they are all just group. I still have the row on the summary criteria, which limits the results to only PO's that have no e-mails. I just can't see the count in the report, but that's not the end of the world. In my reminder, it now shows the count of the records returned. So it works good enough to use.
One thing i would like to figure out is if there is a way to go right from the summary to the record, and not have to go to the summary, to the detail, then to the record. It just makes extra clicks is all.
s
just click on the edit or view link next to the record that should work
b
There isn't one.
s
interesting,
b
and whichever link you click on sends you to a detail page grouped by that piece of data. (like the date, is every PO on that date)
s
what happens when you click on the document number?
b
It goes to another list with just that doc number
s
copy paste the transacton no, in global search
b
then you can click edit.
It's not a big deal, just an extra click that isn't necessary in this case.
s
can you send the screenshot of your criteria and result tab here if you don't mind
not your data just the fields
b
yeah
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s
Thanks
b
I changed my approach, and this works better for this specific case. I don't really care what the count is, I just want to know when it's none. So I changed my criteria to what's shown below and ungrouped everything on the results page. Now it shows the rows and goes right to view/edit.
s
aha i think that might be better
b
For this case, I think so. Works good now.
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