how to reference entitytype field in a transaction saved search?
Journals have a Name field that pulls from the Entity Name, if one exists.
We have a Saved Search where we are pulling multiple transaction types into one combined list. Depending on the type, we want to populate a “Combined Name” field. It works great, except we have a secondary condition for Journals. If the Journal is related to a Customer/Project we want to leave Combined Name blank.
We’re using a formula field to achieve this:
CASE WHEN {type} = ‘Bill’ THEN {vendor.entityid} || ‘ ‘ || {vendor.altname} WHEN {type} = ‘Bill Credit’ THEN {vendor.entityid} || ‘ ‘ || {vendor.altname} WHEN {type} = ‘Expense Report’ THEN {employee.entityid} || ‘ ‘ || {employee.altname} WHEN {type} = ‘Journal’ AND ___________ THEN ‘ ‘ ELSE {name} END
We need help with the underscore above. Obviously the type = Journal, but we can’t figure out how to determine whether that Name field on the Journals is related to a Customer or not. There is an entitytype field on Journal Lines in the Records Browser, but we get a “field not found” error in the formula. Or maybe try to use customer.entity.id.
Whatever can link us from the Journal to the Entity.
I think we got it. Realized that since transactions are linked to all entity types we didn’t have to get fancy with the specific field. Did this…
WHEN {type} = 'Journal' AND INSTR({name},{customer.altname}) > 0 THEN ''