Thanks for the response. Is their a way to specify a specific url for a file? Or drive to a specific cabinet location?

The Job Location is a mandatory field (list) that is filled in when the project is setup via template. I created a simple search to show all active Generic Resources leveraging 'Today' as the within criteria. Maybe that is a workaround to map that back into the Generic Resources?

Thanks for the quick response. That is a screenshot of our current Generic Resources That is a great point. We may have the resource allocated on future work, so this may be a moment in time, essentially current date (Today). This may be getting too complex, not sure what is feasible without some complex programming.

This looks like it will work. I will just create some new fields to capture those different options. thanks!

It is. Attached is the custom field record

This is what I needed, thanks!

This is exactly what I am trying to do. What does that formula look like in the Highlighting subtab?

Yes. Still doesn't solve my issue. I am not seeing how the resources you provided give me that answer? I am trying to apply a highlighting criteria to the end result of value that was created using a formula.

Thanks for the response. That appears applicable to forms, but am trying to apply a value to a column on a Saved Search

This is perfect!

My apologies, this is a transaction based search

This did. Thank you.

This worked perfectly. thanks!

I don't think this solved the issue. I am trying to eliminate all customers that we have done projects for in the last 6 months. So for instance: Customer A PRJXXX3 8/20/21 Customer A PRJXXX2 5/15/21 Customer A PRJXXX1 6/20/20 Customer B PRJXXX5 2/20/20 Al the Customer A would be eliminated from the search since there was…

Awesome. That did it.

That did it but now it shows multiple lines for the same record. I thought that is what Main Line-True is meant to resolve. Is there any solution to eliminate the redundancies?

It appears we are not using this correctly to get the results from your report. We found a workaround, so thank you for your help!

Thanks. I am running into an issue with Applying Transaction. I don't have the ability to set it to Type, it is asking to select the transactions I want. I have attached a screenshot. Also, is it possible to add the that third tier, showing the bills associated with the Purchase Order?

No. When we utilize templates, and the project is setup, it assigns the start date to all the template tasks the date it is set up. This would be an incorrect value. Also when the project is implemented, there are no assignees. I am trying to track when our Project Managers set an assignee (that date) to when the Assignee…

I appreciate your assistance, but this isn't dynamic based on changing the Projected End Date range. I will look into seeing if this can be resolved with a formula.

I think this is pretty close. Since we use project templates, the Date Created is using the date the project was set up, not the date the task was assigned. Any other ideas?

Can the date range of that Invoice Date be added to the Criteria. Attached is the image of the entire search. We evaluate this monthly based on the Projected End Date of a project (highlighted in purple). Can the criteria of the Invoice date range be dynamic to the current date filter being used?

Good point. Since some invoices are billed out in prior months, it may make sense to leverage that field. How do you filter out the results to not be shown when a date range is entered? For instance, if I have a filter set to April 1-30 for another driving field (for example project date), can that filter dynamically not…

Sorry, for clarification I am looking to create a search for Project Tasks, so this function does not appear to work?

Sorry, That is in the criteria. Criteria is as follows: Type is Quote Main Line is true Applying Transaction : Type is any of none, Invoice Amount is greater than 0.00 Project (Main Line) : Name/ID is not empty Project (Main Line) : Project Manager (Custom) is all Project (Main Line) : Projected End Date

This is perfect. Thank you!

I'm a bit stumped here. There is no way to edit out the company name now. There is no location or company associated to remove it following your instructions above.

Shamaine, This worked. However in the short period of time, the plugin we were using was able to resolve the Contact issue. Now how do I eliminate the company prefix on the employee records (red boxed area in attached image)?

Were you able to duplicate my issue? As always, Thank you!

Definitely no scripts running. Are you creating the contact under the Company record? I am not. When it automatically created the Contact: Employee Record, I am able to map that Company in that record, but it doesn't show up when viewing from the Company record. It only works if a create a new Contact. There seems two be…