Thursday, October 11, 2018

Create a saved Opportunity search to show Probability as another value

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Opportunity.

3. On the Criteria tab enter the filters for this search.

4. On the Results tab, add the following:

 

Number
Probability
Formula (Percent) | Formula = CASE WHEN {probability}= .6 THEN '.8' ELSE TO_CHAR({probability}) END

 

Note: Remove unnecessary columns and add the columns users want to see.

 

5. Enter a Search Title.
6. Click Save and Run.

 

Note: The above formula changes the Probability from 60.0% to 80.0%. For other values replace .6 and '.8'

No comments:

Post a Comment