User_75YL8 Red Ribbon

Jervin Nicholas Teopengco-Oracle Appreciate the information! I am aware of having a value only field and that has been a useful option. However, we are experiencing some issues with the workflow and the field is not populating correctly, which has created much additional work. Just an idea for NS, Implementing a way for NS…

Jervin Nicholas Teopengco-Oracle Here ya go! Criteria: Results: Available Filters:

Jervin Nicholas Teopengco-Oracle - You got it, that is correct! Appreciate your time on this!

Heya Jervin Nicholas Teopengco-Oracle, It is a transaction saved search in a currency custom field on a customer form...

Hey there Jervin Nicholas Teopengco-Oracle, Yes, I can see the custom dynamic field(s) on the record and when I initiate a saved search (customer), the fields are an option from the menu. The fields are populated from a saved search that I've designated on the field from the Validation and Defaulting subtab.

 Joahnna Given Uy-Oracle - this has been resolved.... After much review, realized the 'OR' in the saved search above was there erroneously and compromised the results. Once that was removed, I was able to change the sum of amount to average and that worked! Appreciate your time looking into this!

Hey there Joahnna Given Uy-Oracle, Would this work? This is how the lifetime donation total looks (The one that works): I'm in the sandbox...This is how the new field is formatted:

Niks Blando-Oracle - Appreciate you responding!

Wondering if anyone found a workaround for this...Going through this issue now and it's critically affecting our warehouse. Thank you! Adding: Niks Blando-Oracle

Hey there Kristoffer Viray-Oracle - Just looking at your formula above. Wondering what is the TYPE for the entity field you used. I originally had an age calculating and it's been incorrect, so I'm trying out your idea above. I am changing my previous AGE custom entity field and it is currently listed as Integer Number.…

Nicole Mendoza-Oracle - Awesome! Appreciate it!

Hey there Nicole Mendoza-Oracle, No, I'm not referring to permissions. Smart Count comes with out of the box roles, however, I need to add single sign on, so I'll never be able to use the out of the box Smart Count Roles. When you customize the Smart Count roles, there are 24 scripts that need to have the new role added…

This is resolved. I was looking for custom record, suitelet, or something like that. I now see the actual form is showing up as it's own option. Problem solved!

Hey there Jack Daryl Espiel-Oracle , No worries! I did find a resolution and that the permission "Track Messages" was not on the newly created custom role. Once that permission was added, it showed up. I appreciate your time on this!

Hey there Jack Daryl Espiel-Oracle! I've set up the form and role as instructed and the 'Messages' are still not showing in the communication tab. Still troublshooting...

Appreciate the info Dominica Sevilla-Oracle! I'll work with the finance team and see if this clarifies for them. This answers the question for now. May add to it if more clarification is needed. Thank you!

Yes, I have done that. So, to clarify, with this marked on the role (image above) and if I mark preferred on the form, the messages should become available... and these changes will not affect the main vendor form or other roles... does that sound correct. I appreciate the guidance!

Appreciate the info Jack Daryl Espiel-Oracle! Would it make it the preferred form for all users that have Vendor permissions if I select it as preferred? I only want this one a preferred form for 1 role.

Tafara - This is awesome! Trying this now!

Hey there Tafara Yeah, it's a little confusing...what it boils down to is that it only seems like transaction sublists will only show on transaction forms, entity sublists will show on entity forms. I need a transaction sublist on an entity form.

Hey there Joahnna Given Uy-Oracle! I've followed these instructions and I'm unable to see a transaction sublist (step 3 above) on a Vendor (entity) form. Wondering if there's a way around that? It doesn't show as an option on the transaction forms either. Step 1 and 2 above complete. Not showing as described in step 3. I…

Amazing information! I appreciate the guidance!

Adding one more post to the thread! Found a way for this to work! This hides all other views: First create the customized view (saved search). restrict the records to that role, by using the "System Notes: Role" in the search. Then within the search choose the right audience and add 1 filter (doesn't matter which one).…

Appreciate the info Michelle Jabanes-Oracle! Thank you!

Hey there Dominica Sevilla-Oracle! Just following up! Internal ID was added to the results. Looks like what did the trick is changing 'Item' to 'Item on any line. I appreciate you taking a look into this! This is resolved now!

Here you go @Joahnna Given Uy-Oracle!

Appreciate the info Jack Daryl Espiel-Oracle! Just added the field and it's very simple and efficient.

Jack Daryl Espiel-Oracle I appreciate the information! I'll check it out!

Thank you Joahnna Given Uy-Oracle! It will take me a minute to go through that. Looks promising though!

Joahnna Given Uy-Oracle That didn't seem to work. I've been playing with adding Internal ID to the result with the Count Summary Type and Customer Main Line (Internal ID) to the Available Filters and it shows now! However, it shows the total count and not the count for just the person? I tried changing Main Line to true -…