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Defining text formula in the Available Filters section of a saved search.

edited Jan 3, 2020 1:04AM in Search / Reporting 5 comments

Hi,

I'm writing a saved Case search where I want the user to be able to type a SO# into a filter at the bottom and have it return the related case info in the results. The SO# has to be substringed out of the custom field in our implementation (e.g. "Sales Order #12345"... the formula is SUBSTR({custevent_sale_order}, 14, 5))

I'm able to do this fine to display in the results, but when I add a text formula filter to the Available Filters, there is no dialog available to define the formula. Is there anything I can do to get this working?

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