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Search for lack of child records

edited Jan 3, 2020 1:29AM in Search / Reporting 3 comments

Hi -

Is there any way to search for the lack of specific child records - for example, a list of all customers w/o tasks?

I can search for all customers with tasks by using a join and searching to see if a manditory field is set - however there doesn't seem to be any way to reverse that.  Using an expression search with "Not" does not function as expected (which would be to show all results which don't fit that criteria - ie, subtracting that set from the overall set), but instead returns "no results".

Further testing indicates that "not" is not do a true boolean search, but instead is taking the shortcut of simply negating the specified criteria. 

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