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
This does not seem to work. Is this possible to search this when the saved search is a “transaction Search”?
The above instructions are for a Transaction Search
