Tuesday, October 2, 2018

Saved Customer Search results include Parent customer name in the Name column.


Customer Saved Search results is displaying customer Name as "Parent:Child" but user wants to show the "Child" name only. 

This is possible through a formula.  To do this,

1.
Edit the Saved Customer Search.
2. Go to
Results tab, then go to Columns sub tab.
3. Select
Formula(Text) from the Field dropdown list.
4. Set the following formula:

REGEXP_REPLACE(REGEXP_SUBSTR({entityid},': [^:]+*$'),': ','')
 
5. Click
Add.
6. User may 
Save & Run.

 

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