I am using SWITCH in a Generic Inquiry but the column comes up without any values.
My formula is as follows: =SWITCH(([SOInvoice.DocType] = 'Credit Memo'), 'C',([SOInvoice.DocType] = 'Invoice'), 'O')
So what I am attempting to do is if the DocType = ‘Credit Memo’, change the field to a ‘C’ and if it is an ‘Invoice’ change to an ‘O’.
Best answer by travislawson
View originalI found my own solution: =SWITCH(([SOInvoice.DocType] = 'Credit Memo'), 'C', ‘O’). Anyone has a better way?.
SOInvoice.DocType is a char(3) which means 3 characters.
Credit Memo is CRM, Invoice is INV. So you’re original switch is correct, just not implemented correctly:
I split it up into separate lines so you can see it better.
=SWITCH(
[SOInvoice.DocType] = 'CRM', 'C',
[SOInvoice.DocType] = 'INV', 'O'
)
Thank you for the additional feedback.
Thank you for the additional feedback.
Also to help you further to find out these codes, in at least 2023R1, open your invoices screen and you can go to Customization → Inspect Element (or CTRL+ALT and click) and click on the Type field. It’ll have a drop-down values button.
Thank you for that screenshot.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.