Saved Search: How to check if different item records (Kit vs Assembly vs Inventory Item) have the same name?

Let’s say there’s inventory item with name ‘blue’

Then someone made an assembly with the name ‘blue123’, but did not attach that inventory item yet in any way. So there’s no connection between them.

How do I do a saved search to match inventory item record name with the name of the assembly? 

Like check if is in 


Rookie Asked on October 13, 2021 in Saved Searches.
Add Comment
2 Answer(s)


This should work if the item name is included in the assembly name.  

In the saved search criteria add a formula(numeric)

WHEN {} LIKE ‘%’||{}||’%’ THEN 1

Then set the operator greater than zero to return only the data with matching values.



Beginner Answered on October 15, 2021.
Add Comment

You can Filter by Name and then chose a selector that best fists such as has keywords, contains, starts with … etc.

I think there is more to your question.

Beginner Answered on October 14, 2021.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor