I'm new to netsuite and I'm wondering if anyone has some insight about how to create a saved search for records using specified strings in user notes.
More specifically, say a user entered a note in a record on 8/28/2019 that said "things."
How do I return the date in the saved search when the user entered the string, "things"?
Edit: To clarify, I already have the search for records built out. I just want another column to be able to sort them by the date the string was entered.
On the Criteria tab:
Filter = User Notes : Memo (scroll down to the join fields where the labels all end in '...' and select 'User Notes Fields...', then select Memo from the popup list).
Operator = 'contains'
Value = 'things' (without quotes).
On the Results tab:
Field = User Notes : Date
Be aware that if there are multiple user notes with your search string under a single record, this will result in multiple results returned for the one record. You can work around this if desired by grouping the records by ID and setting an appropriate aggregating function for all the other fields that you want visible (for example, you can set the Summary Type for the User Notes : Date field to MIN or MAX, depending on whether you want to see the first or most recent date when that string was entered).
It will also mean you're filtering out any records where that string is not found.
Related
I created a calculated column and concatenated the id with a prefix, but it didn't work as expected.
The reason was that whenever i upload a file, the formula in calculated field that contains the ID with the prefix is executed, then SharePoint creates the ID.
So, the ID is being calculated as empty and only the prefix is showing.
What I used:
=CONCATENATE(REPT("0",MAX(0,5-LEN(ID))),ID)
What i would like to create is a number field with a prefix (ex: 00001) that increments whenever a document is added in SharePoint Online.
In other words, it's like the ID column in a list but with a prefix of five digits.
Therefore, is there any solution for this problem?
Thank you 😁.
Using the calculate column formula, when creating an new item, the ID column and the calculate column are created at the same time, so the value of the ID column cannot be obtained, so the calculate column will be displayed as 0.
But you can solve this problem by creating a flow.
Please refer to the screenshot below:
We have a saved search in place that displays date of first order and last order by customer & item within a given date range. For example - Looking at sales for May 2022 - today, it shows the item, the customer, the date they first ordered the item, and the date they last ordered the item.
I am now also trying to incorporate the quantity ordered on the first order.
crietera
results
I've tried the following, but keep getting an invalid expression. Can anyone advise on how I might be able to display the qty on the date of the first order?
MIN(CASE WHEN {custbody_reporting_ship_date} THEN {quantity} END)
and
CASE WHEN (MIN({custbody_reporting_ship_date})THEN {quantity} END)
I think this can't be achieved in saved search via simple formula. You may want to try below, what I will do is try to record the first and last order id in the customer record, then from customer saved search you can source from these order fields to the order details.
Create 2 custom entity fields applied to customer
first order id => Type:List/Record => List/Record:Transaction
last order id => Type:List/Record => List/Record:Transaction
Create 1 saved search to get the first order id per customer
Similar to the one that you created, the result field just need the customer internal id and min(document number) and filter need to add customer.internal id
Create 1 saved search to get the last order id per customer
Similar to the one that you created, the result field just need the customer internal id and max(document number) and filter need to add customer.internal id
Create 2 scheduled workflows, to update the first order id and last order id fields in respective customer record.
Create your first and last order customer Saved Searches using the 2 custom fields to source for the order details.
Not sure if this help.
I need some suggestion to generate a continuous dates in between a specified selected date range in Cognos. I can create a separate Data item for this but I don't know what to do after that. Looking for a quick help
You need to get your list from a Calendar table which joins to your query in framework, or create a seperate Query Subject that pulls in the date list from a Calendar table or custom SQL. For more info on generating a range of dates using SQL see this: Generate a range of dates using SQL
Once you have a query subject with a date field that contains 1 record per date you want, create a dummy field to use to join it to your main query. A simple data item named 'join1' with the value '1' will work. Create the same field in your main query. Join the two Query Subjects together on the 'join1' field. This is going to result in your data getting multiplied out into the date range. IE. If you have a main query that lists 1 record per employee, the result after the join will be 1 record per employee per date in your date range.
Working in MS Access 2010 and expecting to receive 1,000s of changes in Excel format that I need to import into a personnel database. I've been tasked with "automating" the update process but could really use some help.
The primary table has 12 fields that could each change for each change form submitted. We have designed a macro to upload the Excel files but some of the fields on the change form will be blank, resulting in incomplete employee records (e.g. original employee record has all 12 records filled in, but change record only has 1).
Is it possible to write a query or macro to fill in the most recent employee record's empty or NULL values with the non-NULL values from the previous entries?
If I understand correctly, you want to retain the value in the 'primary' table if the value in the 'change' table is null. In that case the following should work
UPDATE <primaryTable> INNER JOIN <changeTable> ON <primaryTable>.<keyField> = <changeTable>.<keyField> SET <primaryTable>.<Field1> = nz(<changeTable>.<Field1>,<primaryTable>.<Field1>), <repeat for each field to update>
Just be sure you are dealing with nulls and not empty strings, which is common in Excel imports. In that case you need to either change the empty strings to nulls or use an IIF statement instead of the nz function.
I have a list with a lookup column that is getting "Created" dates from another list, but I only want the unique date values. Is there a way to get this data or to create a calculated column with unique values?
A lookup field actually links to a single item, the display value is more a "human readable" value for the link to the items ID value.
You may also get some mileage from a normal text or even date field and using jQuery and SPServices on the edit and new forms in order to provide changes to the form for the user. This avoids doing a code level customisation for the site that a Custom Field would require.
Not out of the box I dont think. My best bet is to create a Custom Field type that extends lookup with the functionality you are after.