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Comments
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Thanks-- figured it out :)
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Voltron---thank you very much for your quick suggestion- unfortunately, it doesn't seem to be working for me. See my attachments for criteria & results.
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above has been edited in formula
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solved in another forum! CASE WHEN {custbody_opp_opptype} = 'New Buying Group/Existing Solution' OR {custbody_opp_opptype} = 'New Buying Group/New Solution' THEN {transactionnumber} ELSE NULL END