Using a Custom Formula Field in a Search
To use a previously defined custom formula field in a search:
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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.
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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.
As of the 2023.2 release, results for Formula (Text) fields will only be displayed as plain text to improve the security of saved searches. To prevent issues with your searches, you should replace your Formula (Text) fields with the new Formula (HTML) field. For more information about the new Formula (HTML) field available in your account, see Evaluating Code in Saved Searches Using Formula (HTML) Fields.