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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: How to Use Sourcing with Custom Customer field to return related Opportunity
Hi Dan, Under the Sourcing & Filtering tab of your Custom Entity field > you can try: - Filter Using = Entity - Compare Type = Equal - Value is = Current Record Hope this helps Sincerely, Red1 -
Re: Saved Search results default fields, vs Advance PDF/HTML Form
Hi @Grant B @User_N55OM , Glad to have you with us. Please see below ?: For example: - You create a customer search under Reports > New Search > Search Type = Customer > and you click Create…3 -
Re: CASE WHEN formula question
Welcome, @CDuf . Glad it worked on your side as well. :)1 -
Re: CASE WHEN formula question
Hi @CDuf , To confirm, were you creating a case record search? Can you try to use this formula below and see if it will work? If not, please replace the {createddate} with {case.createddate} and {tim…4 -
Re: Create a Pick List in Saved Search
Hi @Ralph Thrun, Yes, maybe we can try from the Work Order and use the Item: Member Item field. Kindly refer to the sample below: Thanks, Red2
