RE: Saved Search to show Amortization schedule number
I am trying to create a saved search to show the Prepayment Amortization schedule. I can get all other information using “applied to…” fields, but the actual schedule number field is not available. I thought that I could then use a formula (text) to bring it in, however I don’t know the field name. So then I opened a file extension viewer, to view the field names and it shows like this:
Object
LineFields : Object
Line : Array [32]
0 ; Object
schedulenum: “4187”
What is the actual field name? I have tried Schedulenum, Custcol_schedulenum (but it’s not a custom column so I didn’t expect that to work), lineFields_schedulenum, line_schedulenum … but nothing works.
Can anyone help please?? … or am I barking up the wrong tree and should I be doing this in Analytics? … however I am having the same issue in there and it appears the field selections are very limited still in there, so i’ve come back to using a S/search.
Thanks.
The actual field name is schedulenum. You can use it to bring in the Prepayment Amortization schedule number in your saved search. Here is an example of how to do this:
{
"savedSearch": {
"name": "Prepayment Amortization Schedule",
"columns": [
{
"name": "Prepayment Amortization Schedule Number",
"formula": "{transaction.lineFields.schedulenum}"
},
{
"name": "Prepayment Amortization Schedule Date",
"formula": "{transaction.lineFields.trandate}"
},
{
"name": "Prepayment Amortization Schedule Amount",
"formula": "{transaction.lineFields.amount}"
}
],
"filters": [
{
"name": "Prepayment Amortization Schedule Type",
"operator": "is",
"value": "Prepayment Amortization Schedule"
}
]
}
}
This saved search will return a list of all transactions that have a Prepayment Amortization Schedule type, along with the schedule number, date, and amount.
