Author: Anila George

Remove a part of String in Advanced PDF template

These are the built-ins for the Advanced PDf template 1. Keep afterRemoves the part of the string that is not after the first occurrence of the given substring. Ex: ${item.employeefullname?keep_after(” “)} – This removes the string before the first occurrence of “space”. That is if the employee’s name is “E170 John Mathew” then the result… Continue reading Remove a part of String in Advanced PDF template

Excel Functions

COUNTBLANK The COUNTBLANK function returns a count of empty cells in a range. Cells that contain text, numbers, errors, spaces, etc. are not counted. Formulas that return empty text are counted. COUNTBLANK takes just one argument, range, which must be a cell range. SUMIF The Excel SUMIF function returns the sum of cells that meet… Continue reading Excel Functions

Excel: Transpose Rows into Columns

We can convert the values in each row of the same column to different columns of the same row.We can transform the items in one of those rows into columns (or vice versa). It would take a lot of time to copy and paste each individual header — but the transpose feature allows to do… Continue reading Excel: Transpose Rows into Columns

Calculate Date Difference in Saved Search if one of the Date is in Date/Time format

In saved searches, to calculate date difference we just need to use the Formula(Numeric) with formula {datefield ID 1} – {datefield ID 2). But if one of the date fields is in Date/time format, this formula will not work. If date difference can not be calculated by this formula, use the following formulaFormula(Numeric) : ABS(TO_DATE({datefield… Continue reading Calculate Date Difference in Saved Search if one of the Date is in Date/Time format

Setting Recipient for Scheduled Saved Search Emails

The recipients can be set to a scheduled saved search in two ways – Specific Recipients and Recipients from Results Setting Recipients: Specific Recipients :In the Email subtab of the saved search setup, the “Specific Recipients” tab will allow you to give details of specific individuals to who you would like to send the email,… Continue reading Setting Recipient for Scheduled Saved Search Emails

Multiple File CSV Import

Some record types include sublist fields, especially most of the transaction records. For example, Sales order and Purchase Order records include Item/Expense sublist data. We can import sublist data for some record types including them in a single file with the body level data or as multiple files. The import assistant provides the “Multiple Files… Continue reading Multiple File CSV Import

Item Saved Search to find Items with Negative Inventory in any Location

Create an item saved search Criteria :Type – Inventory ItemLocation on Hand – less than zero Results:Name Display NameLocation On HandInventory Location fields (Join field) – Name Note: The “On Hand” and “available” result fields will show the sum of the Quantity from all locations. To get the quantity of each location, we should select… Continue reading Item Saved Search to find Items with Negative Inventory in any Location

Prevent dashboard tiles from appearing in all custom portlets

Issue Faced: whenever creating new dashboard tiles, it is appearing in the custom portlet that sources “Dashboard tiles” even if that dashboard tile was not intended to appear in that custom portlet. For example, refer to the screenshot below. It is a custom portlet located in a custom center tab. The “Unfulfilled transfer Order” dashboard… Continue reading Prevent dashboard tiles from appearing in all custom portlets

Duplicate Detection of Records When Created Through CSV Import

To block the import of records that appear to be duplicated, we can use the “Prevent Duplicate Records” advance option in the import assistant. To identify duplicates, the Import Assistant uses the same criteria that you specify on the Setup > Company > Company Management > Duplicate Detection page. When the Prevent Duplicate Records option is available,… Continue reading Duplicate Detection of Records When Created Through CSV Import