Employee names coming from employee records needs to be compared if both the employees are same or not. Fields are called ‘requested by’ and ‘approved by’. If both fields have same employee names then it should show all those records.
It is not possible to do this on the Criteria on a Saved Search but I have been able to do this on the Results tab.
Here is the formula:
case when {custentity62} = {custentity63} then 'yes' else 'no' end
1. Create a Custom Field
1. Navigate to Customization > Lists, Records, & Fields> Entity fields > New
2. Label : Same (or enter any names)
3. Type : Free-form Text
4. Store Value : checked
5. Applies To : Employee or what record it should be
2. Create a Workflow
1. Navigate to Customization > Workflows > Workflows > New
2. Set the following:
3. Select New Action on State 1
4. Select Set Field Value
5. Set the Trigger On to After Record submit
6. Set Field to Same
7. On Value, select Formula and add the formula case when {custentity62} = {custentity63} then 'yes' else 'no' end
3. Go back to the saved search and on the Criteria, select Same contains yes
Hopefully this works on your end too. Let us know about your thoughts 😊
