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Distinct Total Formula When Criteria Runs on System Notes

edited Jun 2, 2025 2:43PM in Ask A Guru 7 comments

Hi all, I've created an Opportunity saved search to show opportunities that have been updated to a select few statuses this month. I want to get the projected total of all of the opportunity records that are not a certain status, however, I cannot summarize because there are multiple lines due to the system note criteria.

This formula will sum distinct projected totals correctly but does not have the status criteria:

SUM(DISTINCT({projectedtotal}))

When I add the CASE WHEN statement, I get an invalid expression:

CASE WHEN {entitystatus} !='OPS - Processing LIVE' THEN SUM(DISTINCT({projectedtotal})) ELSE 0 END

I've also tried this with no success:

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