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NSC | Using the Summary subtab under Criteria tab in Saved Searches

Jan 28, 2022 8:38PM edited Dec 13, 2023 3:20PM in Search / Reporting

Scenario

User needs to filter the results of a Saved Search based on the Results of a Formula (Numeric) field with a Summary Type that contains MAX/MIN/SUM functions in the formula.

If the formula is entered in a Formula (Numeric) field under the Criteria > Standard subtab, running the search will result to an Unexpected Error.

Summary Search Filters

If you defined summary types for any of your search results columns, you can apply additional filters to the summary results page of this search.

The summary search results page displays only those results fields that have a summary type assigned. The rest of the results fields are available in the detailed search results view that opens when you click an item on the summary search results page.

Ivy Lopez-Oracle | Ask A Guru