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How to write a Formula for a Saved Search Column that returns value only on certain conditions?

edited Jun 2, 2025 2:31PM in Ask A Guru 6 comments

Hi Guys,


I have created a saved search for transaction type: PO.


Below in the screenshots you will find the criteria's, results and the report output.

Since creating searches based on system notes is a tricky business, I am curious as to if it would be possible to a separate column date for each of the fields I am trying to track. I have tried doing this with a case formula for date, but no luck, any other ideas or maybe something in the formula I a missing that this could be done? Thank you.


BTW, the results are working as expected but all the dates are funneled into one column, I would like to have one column for, each of the fields: PO Sent for Approval, Sent to Vendor, Document Status

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