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Need a saved search that has no lines that meet the exclusion criteria

edited Oct 24, 2024 8:14PM in Ask A Guru 9 comments

I have been reviewing posts in the Community for several hours looking for the answer I need but am still falling short. I need to create a sales order saved search that excludes sales orders where ANY line meets the exclusion criteria (which is that the field tagsrqd is not checked on any line). My criteria is currently:

Type = Sales Order

Main Line = f

Order Active (Custom Body Field) = t

Status = Partially Fulfilled, Pending Billing/Partially Fulfilled, or Pending Fulfillment

Ready for Tag (Custom Body Field) = t

Then I have a summary criteria:

Summary Type = Sum

Field = Formula (Numeric)

Description = is equal to 0

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