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• And more!
Check out this thread to learn more!
Case When Statement to pull System Notes greater than Approved date on Transactions
This is a 'pie in the sky' request, auditors asked if they can see only transactions that have been approved, and only see systems notes AFTER the transaction has been approved.
I created a Case When Statement that pulls the transaction date on the New Value = Approved
Case when ({newvalue}='Approved for Posting') then {date} else null end
I was going to use the Result field above (CASE WHEN) to reference the record ID and pull the system notes greater or equal to {newvalue} = approved
What I think they are looking for is:
Case When NewValue=Approved then show ALL system notes for that transaction greater than or equal to the date NewValue = Approved
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