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How to show field based upon criteria in saved search

edited Jun 2, 2025 2:35PM in Ask A Guru 2 comments

We would like to be able to show a description from an item on a saved search based upon whether it is an inventory item or an assembly item or kit. Our inventory item description field in NetSuite is in {purchase.description} and our assembly items and kits are in {description}.

What would be the formula(text) formula we would need to use in order to get the correct criteria returned in our saved search? It looks like CASE WHEN needs to be used, but we are not quite sure what the exact formula would need to be. When the item type is inventory, we would need the {purchase.description} field returned on the saved search. When the item type is assembly or kit, we would need the {description} field returned on the saved search.

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