Hi all - was able to successfully use this, for lack of a better term, 'Hack' to get my desired results in a search (sum of kit component on hand inventory, while still having component-level information in the results) - but is it at all possible to add criteria based on the results of this formula? Methinks no, but am curious.

sum /*comment*/ ({memberitem.locationquantityonhand}) OVER (PARTITION BY {name})

CASE WHEN {status} IN 'Packed' AND {custbody_consolidated_orders} = count /*comment*/ ({custbody_case_number}) over (partition by {custbody_case_number.internalid}) AND {custbody_consolidated_orders} > '1' THEN '<p style="font-weightbold;background color#32CD32;text-align: center;"> Consolidate Orders' WHEN {status} IN 'Packed' AND {custbody_consolidated_orders} > count /*comment*/ ({custbody_case_number}) over (partition by {custbody_case_number.internalid}) THEN '<p style="font-weightbold;background color#FF0000;text-align: center;"> Consolidation Not Ready' WHEN {status} IN 'Packed' AND {custbody_consolidated_orders} = '1' THEN '<p style="font-weightbold;background color#32CD32;text-align: center;"> No Consolidation' WHEN {status} IN 'Shipped' THEN 'Consolidation Done' ELSE 'Consolidation Not Ready' END

Ahh, I should have been more specific...was looking to limit results based on the formula results. So, only show results where the result of that formula is greater than 0. I've tried adding it to the criteria tab, but it keeps erroring, and that leads me to believe I am stuck exporting to Excel and manually filtering, which is less than ideal.

might need to over partiton by internal id or something. play with it it took we awhile to get it going

Use a formula field within the Criteria Summary tab.