Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Dynamic formulas
I have created a saved search to display activity counts (messages, phone calls, etc) using formulas for each activity type. The end result looks something like this:
The formulas to get this info are:
Messages
COUNT( distinct CASE WHEN TRUNC({today}) - {messages.messagedate} <= 30 AND {messages.author} = {salesrep} THEN {messages.internalid} END)
Phone Calls
COUNT(distinct CASE WHEN {activity.date} >= {today}-30 AND {activity.type} = 'Phone Call' AND {activity.assigned} = {salesrep} THEN {activity.internalid} END)
Is it at all possible to use a filter to set the number of days used in the formulas? I can't think of any way to create a dynamic formula like this...
0