NSC | How to create an Account Search to check for exclusive accounts for a particular subsidiary?

SCENARIO

User is using OneWorld and wants to create a Saved Search for Accounts specific to a Subsidiary.

SOLUTION

1.) Navigate to Lists > Search > Saved Search

2.) Select Account

3.) Go to the Results tab, remove fields and add the following:

Name | Summary Type: Group

Formula (Text) | Summary Type: Maximum | Formula: NS_CONCAT({subsidiarynohierarchy})

4.) Go to Criteria tab > Summary subtab

Option 1

Summary Type: Maximum

Field: Formula (Text)

Formula: CASE WHEN NS_CONCAT(DISTINCT {subsidiarynohierarchy}) = '{subsidiary name}' THEN 1 ELSE 0 END

Replace {subsidiary name} with your child subsidiary name

Formula (Text): Is | 1

Option 2

Line 1:

Summary Type: Maximum | Field: Formula (Text) | Formula: NS_CONCAT({subsidiarynohierarchy}) |