Jordan Cohen Red Ribbon

@Tigran Shahnazaryan the only issue is the saved search condition would have to be a customer saved search, which would not allow me to utilize the custom record to define the relationship between my two fields In other words, I have defined a 1:1 relationship in my custom record for what the 'Statement Parent2' custom…

@Tigran Shahnazaryan thank you. Is there any way to leverage the custom record in a workflow to populate my custom field Statement Parent2 with 'X' value based on the value on the customer record? Or would I have to add a conditional logic for every variation of the logic?

I was able to edit the filters while customizing the report and use that instead. In speaking with NetSuite, they acknowledged it was a defect that the more option is not showing by default for this report. Thank you everyone for your assistance.

Thank you @Ayitah Tallada-Oracle - I think I work with that formula to get what I need. Have a great day!

I am trying to create a customer saved search which will show how many days since the value of the custom field was last changed. For example, how many days between 10/28/2024 and 2/28/2025 in this case

Hello @Ayitah Tallada-Oracle , Thank you for the quick response. That suiteanswer article would only work if my field is a date field. In my case, the field I am using is a custom field (text format) on the customer record and I am trying to calculate the difference in days from when the custom field was last changed using…

Here is another example: I would like to calculate how many days between when the field was changed from 'EMP114895' to 'EMP1000000'.

@Jervin Nicholas Teopengco-Oracle thank you for your help! @Dext3r great point! Our vendor name field is blank by default, I changed my search to vendor ID and it worked. Thank you for your help as well!

@Jervin Nicholas Teopengco-Oracle I followed your article, but it does not appear to be working. See screenshots below of what I did:

Thank you @Chelsea Jacobs for you assistance!

Hi @Chelsea Jacobs, In the sent emails list, I see them with a failure reason of Not Sent: blocked by mail filter

Hello Ivy, Thanks for the assistance. I did confirm that the status was set to 'Released' when the results were sent out.

Thank you @Alex Joves -Oracle !

Hi @Luis G , I did not have that checked - I checked it and now the vendor subtab is showing. Thank you!

Hello @Trixie Amora-Oracle , That worked perfectly! I was able to show document number using both of those methods Thank you for your help

Thank you @Trixie Amora-Oracle . I was hoping to be able to include the Document Number of the record as well, but that may not be possible since I cannot group by it. (each one is unique)

Hello @Trixie Amora-Oracle , Please see screenshots. Thank you in advance

Thank you everyone for your help on this. I tried what Amanda proposed and it work great. Thanks again!