Using a Custom Formula Field in a Search

On an advanced or saved search page, on the Criteria or Results subtab, select the previously defined custom field and set criteria as for any other custom field. Click OK. Click Submit to view your search results. If the searches are returning static values for a custom formula field instead of recalculating when new data is entered into the system, the field… Continue reading Using a Custom Formula Field in a Search

Search formula to find the latest date among the three dates

Scenario: If we need to find the latest date/the recent date among the three dates in a saved search, use the following formula in the search criteria. Formula(Date): CASE WHEN ({custrecord_project_first_expiry_date}>=NVL({custrecord_project_second_expiry_date},{custrecord_project_first_expiry_date})) THEN (CASE WHEN ({custrecord_project_first_expiry_date}>=NVL({custrecord_project_third_expiry_date},{custrecord_project_first_expiry_date})) THEN {custrecord_project_first_expiry_date} ELSE {custrecord_project_third_expiry_date} END) ELSE (CASE WHEN ({custrecord_project_second_expiry_date}>= NVL({custrecord_project_third_expiry_date},{custrecord_project_second_expiry_date})) THEN {custrecord_project_second_expiry_date} ELSE {custrecord_project_third_expiry_date}END )END

How to search Multiple Items using Item Name

The following Formulas can be used for this search. The user should use the formula numeric as it is compatible only with it. It should be used in the criteria to get the result. CASE WHEN {internalid} IN (1111, 2222, 3333) THEN 1 ELSE 0 END CASE WHEN {internalid} = any(1111, 2222, 3333) THEN 1… Continue reading How to search Multiple Items using Item Name