Brandon Haiflich Red Ribbon

After re-reading your original post and Herdi's post, I would suggest using Herdi's solution. My original solution would exclude tranA and tranC (based on your example above) because they both have more than one transaction line. If you have any questions please let me know. -Brandon

Hello Naoki, You should be able to do this with a transaction saved search. See my criteria below: The second screenshot is a Summary type criteria and filters to transactions that only have one item (or one transaction line). You can change the Type and Date filters in the first screenshot to match your needs. Hopefully…

Can you show a screenshot of your criteria and the results tab for your saved search? It may be as simple as adding a summary type to your results tab. -Brandon

Hello @"afleetwood", I know I am a little late here but you could have also used the IN function (shown below). CASE WHEN {custbody_opp_opptype} IN ('New Buying Group/Existing Solution', 'New Buying Group/New Solution') THEN {transactionnumber} ELSE NULL END Both your formula and mine should give the same results but this…

You could also add an available filter in the saved search for the category. This would allow them to filter the results down to the category they are wanting.

You could also instruct them to add the saved search results as a Custom Search Portlet instead of a shortcut. This would allow them to select the search needed directly from their dashboard. I would also consider having them increase the number of results shown in the portlet since the default is only 5 results I believe.

You could create a saved search based on the sales order transaction type with a criteria that the created from transaction type is estimate. Then you could include the "Created By" field in the results to see who converted it from an estimate to a sales order. I also added who created the estimate so you could tell if it…

I may be wrong here but it seems that you may want to use a Custom Segment instead of a Custom List. With the Custom Segment, you can set a pre-defined list of values that others can select on records/transactions but not be able to add a new option. You can then set a permission level for only certain people to be able to…