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Saved Search Column Missing for Specific User
We have a report named GL Export - AP with a column named End Date. The End Date field appears for all users except for one. We tried switching the user roles as well is manually adding the End Date field and creating a new search but the field still doesnt appear for the specific user. Here is the search with End Date…
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Report Builder on the Column to show the Customer Name only?
In Report Builder, I need to separate the Customer Number from the Customer Title to just the Column showing the Customer Name only? I am using and need this on the Deferred Revenue by Customer Report. Example of what I need below: Thank you for your help. 😎
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AE: Highlight one column in a saved search
Hello! In a Saved Search it's possible to highlight results under certain conditions. The regular behavior is that all the columns of the results are highlighted. I would like to only highlight just one column. Is this possible? For example: Only make the 'Item' column green. The other columns of the same line should be…
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Sales Totals in Monthly Bucket Columns
I want to Total Sales Order Qty's in monthly columns for Sales Rep and Item rows in a saved search. I know I need to grab Sales Orders and group them by Sales Rep and Item to get my rows. Then I need to create a formula column for each desired month that sums the applicable quantities using Case SQL statements. While I'm…
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Using filters on sublists causes hidden columns
We've noticed some unusual and frustrating behavior in saved searches which are used as sublists or views. Scenario: We create a saved search that has ten results columns, one of which is "lead status". We also set "lead status" as an available filter on the search (the first filter, not sure if that matters). The filter…
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Expense Report Mileage Columns
Is it possible to move the newly added Quantity and Rate columns that appear if you add a rate to the Mileage Expense Category? Right now they appear to the far right when that category is selected. Thanks!
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Item quantity committed on custom transaction form
Hi, We're trying to add a item quantity committed column to our item receipt form. The field is not available by default, and creating a custom column field with item quantity sourced always returns nothing (""). NVL({quantitycommitted},0) always returns '0'. Do I need to specify location? What would be the field name for…
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Item Link on Transaction
I am trying to create a script to populate a field I created for the 'Column' record that will call the url of the item on our webstore that is entered onto a sales order. This can't be workflowed. I thought it would be simple but it is turning out to be beyond my programing skilles limited as they are. The intention is…
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Pipeline report - keep losing Column Preference
I'm guessing there is something simple that I am missing. I am working from the Pipeline by Sales Rep Report. The column setting defaults to Status. I instead would like to have my report by Month. I can change the setting but when I return to my report it is always back to the default. I am worried that this would be a…