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Thanks for the reply Evan. When I do Formula (Numeric), Sum, {custrecord_violation_caseid.internalid} = null - I get a "ERROR: Invalid Expression" message.

To show a sublist on the customer record with all the cases for the customer's projects, try creating a custom case search with available filter = customer : sub of, and set it as the search in a custom sublist applied to customer. Thanks, -e Thanks for the reply Evan. I've created the search as suggested and that shows me…

I have projects setup within NetSuite and they belong to a Parent Customer. Example: Acme Solutions is the customer and they have an "Installation" project. So the Project ID in NetSuite would be "Acme Solutions : Installation" When a support call comes in regarding "Acme Solutions : Installation". The Company ID on the…

Since I haven't heard anything... is it safe to assume you're unable to use My Team/Mine for a custom KPI Scorecard??

Thanks for the feedback! I was able to get the search to run with after some trial and error. Also, just as an FYI in case people don't already know. If you want to use SYSDATE in the formula above. Just add SYSDATE where the "DATE" values are WITHOUT the { } brackets around the SYSDATE field. As adding the { } around…