Filter Transaction Saved Search by Date Cancelled and Display Date Cancelled on Results

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Click Criteria tab
4. Click Standard sub tab
5. Click Results tab
6. Columns sub tab

Actual Result: No Date Cancelled field available

 

To resolve this, perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction.
3. Click Criteria tab.
4. Click Standard sub tab.
5. Select Formula (Date) under the Filter column.
6. Enter the formula below on the Formula field:
to_date(DECODE({systemnotes.newvalue} ,'Cancelled',{systemnotes.date}))
7. Set the Formula (Date) value. (Example: within this week).
8. Add other criteria like transaction type if needed.
9. Click Set.
10. Click the Results tab.
11. Click Columns sub tab.
12. Select Formula (Date) under the Field column.
13. Enter the formula below under Formula column:
to_date(DECODE({systemnotes.newvalue} ,'Cancelled',{systemnotes.date}))
14. Type in Date Cancelled under Custom Label column.
15. Click Preview.