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Project Saved Search with Multiple Sales Orders
Hello,
I am using a Project Saved Search with basic information. I would like to add Sales Order# and Sales Order Amount to the search. There are scenarios where more than one Sales Order is attached to one project, in such case
Summary type = maximum and
Formula Text = CASE WHEN {transaction.type} = 'Sales Order' THEN {transaction.number} END
only returns one line
If I use summary type = group, then duplicate line with -None- is displayed for the Project with SOs attached.
I do not want to use criteria to filter the results by type = Sales Order as we also want to display Projects with no Sales Order
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