CODEWITHSUNDEEP
netsuite
Dave Brock
Dave Brock

Reputation: 387

Using a NetSuite saved search formula to filter from system notes

I am attempting to use a NetSuite saved search to bring back system notes for whenever an assigned person changes for a case. However, I would like to grab the initial assigned person and not the multiple re-assignments after that. Is there a way for me to only select the initial value rather than having all re-assignments come back to me? Is this able to be done from a formula somehow?

Upvotes: 1

Views: 2480

Answers (2)

prasun
prasun

Reputation: 7343

to get the oldest assignee of case you can use below criteria so, that results is restricted to just one result per case

1) System Notes : Field is assigned
2) System Notes : Old Value is empty

In the results add the column System Notes : New Value along with other columns of case. This field will pull the oldest assignee of the case

PS : solution assumes that there won't be any empty re-assignments. If there are empty re-assignments you should sort the results by Case unique identifier such as number or internalid and then by System Notes : Date, and the oldest date line would be the result that you are looking for.

Upvotes: 1

bknights
bknights

Reputation: 15367

Actually you can do that with a search clause where the old value is empty

Upvotes: 0

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