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In a Transaction Saved Search,

edited Oct 10, 2025 12:52PM in Ask A Guru 8 comments

In a Transaction Saved Search, I want to return the Amount from the line where Class = 'Operator Commissioning' and Department contains 'Service', but only if another line in the same transaction has Class = 'Operator Sales' and Department contains 'Sales'.

Can this type of comparison logic be achieved directly in a Saved Search formula field using a CASE WHEN formula?

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