Tuesday, October 16, 2018

Customer Search with Case Sensitive Name/ID Criteria

Steps to Reproduce:
1. Navigate to Lists > Search > Saved Searches > New
2. Search Type=Customer
3. Criteria subtab: Filter: Name/ID contains A (upper case)
4. Click Preview
5. Notice results:
Aaa Inc.
abc Inc.
 
Actual Result:
1. Results will show records even with lower case "a"
 
Expected Result/Enhancement Request:
Ex. Aaa Inc.
 
Solution/Workaround:
1. Navigate to Lists > Search > Saved Searches > New
2. Click Customer.
3. Click Criteria tab.
4. Click Standard sub tab.
5. Select Formula (Numeric) under the Filter column.
6. Enter the formula below on the Formula field:
   CASE WHEN (INSTR({entityid}, 'A')) <> 0 THEN 1 ELSE 0 END
7. Set the Formula (Numeric) to equal to.
8. Set Value to 1.
9. Click Set.
10. Add other criteria if needed.
11. Preview.
 
Result: Only customers with Name/ID contains capital letter 'A' will show up in the results.
 
Note: This can be a workaround for Issue 182264.

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