Using a Custom Formula Field in a Search

To use a previously defined custom formula field in a search:

1. On an advanced or saved search page, on the Criteria or Results subtab, select the previously defined custom field and set criteria as for any other custom field. Click OK.

   To learn how to define a custom formula field, see Creating Formula Fields.

   

2. Click Submit to view your search results.

   Note:

   If your searches are returning static values for a custom formula field instead of recalculating when new data is entered into the system, the field may have been defined to store the value for the calculation at the time of record creation. This is controlled by the Store Value box on the custom field definition. Check with your system administrator if the value should be dynamically calculated at the time of every search.

   Note:

   If the formula field does not have the Store Value box checked, the field is not available in search results, including lists based on saved searches. If you have a use case for running a saved search on a formula field where the value is not stored, an alternative solution is available. For more information, see Running a Saved Search on a Formula Field Where the Value is Not Stored (SuiteAnswers ID: 1017388).

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