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Saved search taxtotal formula

edited Jun 2, 2025 2:40PM in Ask A Guru 3 comments

Hello Guru's

In a saved search, I've been using this formula (Currency):

CASE WHEN {recordtype}='invoice' THEN {fxamount}-{taxtotal}-{shippingcost} ELSE 0 END

When there is tax within a invoice, this formula works fine, but when there is no tax, this formula always returns nothing. Is there any way to get this formula to displays a value and treats the taxtotal as a 0 when there is no tax?

Invoice with tax INV-US39 (formula works):






Invoice without tax INV-US40 (formula doesn't work):





Result in search:


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