Do saved searches support hierarchical field resul...
# beginners
j
Do saved searches support hierarchical field results? Like if i'm running a saved search and I want the results to show:
Parent Record : Child Record
// I know how to accomplish this with Analytic workbooks, but can't seem to figure out how to produce this with a basic saved search. Is there a preference somewhere?
This two options or showing the same result.
message has been deleted
• This is for Location Search Results**
c
Hi there, some saved searches support hierarchical fields as a selection while others do not. Example: a Customer saved search you can expose the parent customer as well as the sub customer. Location saved searches currently do not include the field "Sublocation Of", however. You can still work around this by using a formula in your results. You could do a location saved search, have nothing in the criteria section to pull all locations, and then in the results add "Name" and then for the summary type select "Group", and then a Formula (Text) field with the formula: DECODE({systemnotes.field}, 'Child Of', {systemnotes.newvalue}) , with the summary type "Maximum", and the "When ordered by Field" = System Notes: Date. This will expose the parent location in your search results.
✔️ 1
Using a work around like this could possibly help you get the results you're looking for. Of course, tailor your own custom search as needed.
j
Thank you, @Chloë. Your solution worked well for me. I appreciate the help!