We all are familiar with adding filters in Saved search, so that we can dynamically see the report by using those filters manually.
Recently I have a requirement, where user wants to have something like this:
A saved search needs to done where user will see which item is sold to which customer in a date range.
But as user is having more than 1000 items, he wants to enter the item name in stead of searching that particular item in dropdown.
Typing text in the dropdown is not going to be working……then what to do….. 😦
So after trying different methods….I got a very nice and easy solution….. 🙂
Create a saved search of Transaction type say “Track Item who and when sold”.
In Criteria -> Standard Filter:
Type: Sales Order
Formula(Text): select Item in Field and formula ‘starts with’ enter any string which will be set as default select every time you open the saved search. Let’s say “ai” is your default string to be passed.
Select all the columns that you need to be displayed.
Open Available Filter and
1st enter Date Created in Filter -> select Show in Filter region.
Then enter Formula(Text) in Filter – > select Show in Filter region -> Add a label (Enter Item).
Now click save & Run to see the result.
You must seeing all the Sales Order with customer Name who bought the item whose Name starts with ‘ai’/’AI’.
Now you can enter any name and hit outside the textbox, and new set of results will be displayed.
Now 3 things need to be kept in mind:
Don’t forget to add Formula(Text) with field name(here its “Item”) and its default formula in Criteria filter, because in Available Filter you can’t choose field in Formula(Text), so you have to do that here.
Don’t click enter when you are inside the textbox(here its Enter Item textbox), else a csv file will be generated for each result set.
Hoping this will definitely save your time…… 🙂