RE: Adding to saved searches
I have a transaction saved search where I have all invoices sorted by client. I was able to group them so that I can drill down on the client then and see all of their invoices. I was wondering if there was a way to add a column to show the total count of cases for each client that fit a certain secondary case type?
I’m interpreting what you wrote that you want to see the total number or Sum of the cases that match a certain type, if so, use the Sum Summary Type below. If you are looking for a Count or Distinct Count of the type of Cases by Client , this is a little different. If so, reply and I can provide that too.
For this example, assuming that Secondary Case Type is a field called {secondcasetype} and the type of Secondary Cases that you are looking for are called Criminal
Edit this Search>Results (Tab)>
Set Field to Formula (Numeric)
Set Summary Type to Sum
In Formula enter: case when {secondcasetype} = ‘Criminal’ then 1 else 0 end
Click Set
Click Add
in Summary Label enter something like Criminal Cases
Click Save and Run
