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How to Capture Class Parent and Children in Search formula?

edited Jun 2, 2025 2:32PM in Search / Reporting 6 comments

One of the result variables on our Saved searches is Class. We would like to capture the parent and all sub classes in the search instead. This will keep it dynamic and reduce the need to add the individual classes to the formula. How do you do that?

Here is the formula:

CASE WHEN {class} ='Sales : Software' THEN {transaction.amount}-nvl({transaction.discountamount},0) ELSE 0 END

I have also attached an image. For the formula above, and referencing the image, if i want the search to keep looking at the Software parent, and show all the associated children, currently we are manually adding in the children as we add more classes.

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