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Saved Search Formula > Compare all lines in a transaction

in Ask A Guru 5 comments

Hi Team,

I'm trying to create a saved search that has a Case When formula that keeps the higher value between the expected ship date and the transaction date.

This is my current saved search formula
CASE WHEN {custcol_avt_exp_shipdate} IS NOT NULL AND {custcol_avt_exp_shipdate} > {trandate} THEN {custcol_avt_exp_shipdate} ELSE {trandate} END

Expected output: it should keep the most recent ship date among all the transaction lines on the transaction

Notes: I have Main line is False as criteria

How can I achieve this?

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