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Summary Criteria to pull a list of customers without an item
I can't for the life of me get this search to work correctly. I am trying to pull a list of customers that do not have a particular item. Using a Summary Criteria I this is my latest:
| summary type | Maximum |
| Field | Formula (text) |
| Formula | case when {custrecord_ci_bill_to_customer.custrecord_ci_item} is 'Mid-Market : American Contractor : AC Service Management/Work Orders' then 1 else 0 end |
| Description | 0 |
I am still pulling in customers with that item.
Anyone see anything glaring. I have used the same type of criteria many times before.
Feels like something has changed and now it is almost impossible to pull lists of things where a condition is not found.
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