Hi all, I've been wracking my brains on how to ret...
# generalb
Brad Wentworth
03/03/2020, 6:52 PMHi all, I've been wracking my brains on how to return only the most recent transaction (based on a custom date field on the Sales Order - but I could work with {trandate} too) in a Saved Search result, so that I can run a Workflow on that and only that (ie, to send one reminder email). I've been messing around with GREATEST functions and MAXIMUM as a Summary Criteria and can't seem to get it to work. I've event tried coming at it from the Customer angle and creating a Customer Saved Search and using GREATEST on {transaction.trandate} but no luck. My guess is that this should be easy but can't figure it out.
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battk
03/03/2020, 6:56 PMim not sure about the workflow part
battk
03/03/2020, 6:56 PMbut you can usually just use summary columns for a regular saved search
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Brad Wentworth
03/03/2020, 7:06 PMThat works great for displaying results, not so much for filtering - the Summary Criteria don't let you pick "Maximum" without other criteria - it has to be within this week, this year, etc., there's no "of all time" option as far as I can tell
Brad Wentworth
03/03/2020, 7:07 PMMore specifically, when I try "Maximum" and "Within All" for Description it doesn't let me add the criterion
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battk
03/03/2020, 7:09 PMwhats a screenshot of what you are trying?
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Brad Wentworth
03/03/2020, 7:22 PMThis is the screen I can't complete the criterion:
Brad Wentworth
03/03/2020, 7:23 PMI think I can just use the results from this Saved Search and send a scheduled email, I'll just have to see how well the formulas I need work in an email, as I need it to send one email if the date range is within this week, and another if older; but with a properly set up CASE statement I think I can make it work.
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battk
03/03/2020, 7:26 PMnot sure what formula you are trying to use, but a summary criteria only works if you have summary columns
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Gregory Jones
03/03/2020, 7:28 PMWould answer ID 85051 help get the results?
Gregory Jones
03/03/2020, 7:28 PMmessage has been deleted
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battk
03/03/2020, 7:29 PMlike that answer, beautiful summary columns
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Brad Wentworth
03/03/2020, 7:39 PMYes that's super helpful! Now I just need to get my CASE Statement to work
peanutbutterjellytime 1
Brad Wentworth
03/03/2020, 7:41 PMAnd now I think that's working too! Now I can test with email subscription to the search, no need for a workflow. Thanks @battk and @Gregory Jones for your help!!
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Gregory Jones
03/03/2020, 7:42 PMAwesome! Happy to help.
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