Monday, November 19, 2018

Saved Customer Search For Displaying Null or Text Phone Numbers


1. Navigate to: Reports > Saved Searches > All Saved Searches > New

2. On the New Saved Search page > click on Customer

3. Under Criteria tab > Standard sub tab > define the necessary Filters

4. Under Results tab > Columns sub tab > for example if the field that you would like to set the formula is: 'Phone' field > Field ID for Phone = phone

5. Under the *Field column > find/add Formula (Text)

6. Under the Formula column > copy and paste below:

CASE WHEN {phone} IS NULL THEN 'NULL' ELSE TO_CHAR ({phone}) END

7. Save & Run

No comments:

Post a Comment