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NSC | How to create an Account Search to check for exclusive accounts for a particular subsidiary?
SCENARIO
User is using OneWorld and wants to create a Saved Search for Accounts specific to a Subsidiary.
SOLUTION
1.) Navigate to Lists > Search > Saved Search
2.) Select Account
3.) Go to the Results tab, remove fields and add the following:
Name | Summary Type: Group
Formula (Text) | Summary Type: Maximum | Formula: NS_CONCAT({subsidiarynohierarchy})
4.) Go to Criteria tab > Summary subtab
Option 1
Summary Type: Maximum
Field: Formula (Text)
Formula: CASE WHEN NS_CONCAT(DISTINCT {subsidiarynohierarchy}) = '{subsidiary name}' THEN 1 ELSE 0 END
Replace {subsidiary name} with your child subsidiary name
Formula (Text): Is | 1
Option 2
Line 1:
Summary Type: Maximum | Field: Formula (Text) | Formula: NS_CONCAT({subsidiarynohierarchy}) |
Tagged:
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