Thursday, January 3, 2019

Saved Search for Missed Phone Calls for the Last Five Hours

The user needs to pull up the list of Phone Calls that are Scheduled 5 hours prior to the current time. User is trying to filter missed phone calls.

 

Solution: Use a formula to filter the phone calls that are due for the last five hours by following the steps below:

1. Navigate to List > Search > Saved Searches > New > Phone Call.
2. Under the Criteria tab, create the filter below:

Formula (Numeric)
Description: is 1
Formula : case when {starttime} between ({now} - 5/24) and {now} then 1 else 0 end

Status
Any of: Scheduled

3. User can choose the columns that should appear on the Results tab.
4. Save.

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