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Saved Search - Custom Formula - Joined Records; I.E. Project & Transactions
We have a saved search that I have been asked to add the Billing Budget from the Project onto.
1. Saved Search = Transaction SS
2. Criteria = Project Budget:Type = Billing
3. Results = Project Budget: Amount - Sum
The SS is showing the Billing Budget by line item, even though I have a SUM associated with it under results
Perhaps I have to remove the Billing Budget Criteria and add a formula to the Results where case when Project Budget Type = Billing sum Project Budget Amount
I couldn't get the formula to work and there is no guarantee that will fix the issue. I understand that project = Entity record and I am pulling a transaction SS but requesting fields from an entity record. I can get the data... just can't get the total versus the line items.