Transaction Saved Search > show Child Customer Name only as well as the Parent Name in one search

Users may create a transaction saved search that will extract only the child name and parent name on the same saved search.

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

2.    Click Transaction.

3.    Click on the Results tab > Add Formula (Text) field and add the formula below:

case when {name} like '%:%' then (SUBSTR({name},INSTR({name},':')+2)) else {name} end

Note: You may also use {entityid} depending on your requirement.