I'm making a saved search for all quotes that have a custom checkbox checked. Does anyone know how I can show the date when the checkbox was checked (true) in the results? Sounds so simple, but I'm a little lost.
a
Angel
03/05/2019, 5:48 PM
use the system notes field = custom check box where old value is F and new value is T
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ted_p
03/05/2019, 5:59 PM
Hmm. I suppose i can write a formula for this. Okay, thank you
r
rudler
03/05/2019, 10:02 PM
Don't forgot to add the date in the results.
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Angel
03/06/2019, 6:31 PM
@ted_p formula (numeric) | case when systemnotes.field = {customcheckbox} and systemnotes.newvalue = T then 1 else 0 end.
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ted_p
03/06/2019, 7:58 PM
@Angel Thanks! I was getting some errors with formulas yesterday, so I found a different way. I made the Criteria looking for System Notes : Field is my custom field, and also System Notes : New Value is T
Then, I made results show System Notes: Date