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Improving slow summary search using expressions and multiple case statements
Hello all, I'm hoping someone might have some insight as I'm stumped here.
Our company is using a scheduled workflow, driven off of a saved search that sets a checkbox to TRUE on the customer record whenever the record shows up in the search. There is then a contrary workflow that will set the checkbox to FALSE when it shows up in that search.
The basic logic behind the request is this:
Checkbox = "Active Merchandise/Supplies" (on customer record)
We want to check this box when the customer has ordered at least $500 worth of merchandise/supplies (read: transaction account = Sales : Supplies) within the last 30 days. We want to extend this, however, so that if at some point within the last
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