Ask IBT – Saved search with a Case Sensitive criteria

Ask IBT – Saved search with a Case Sensitive criteria

I had a request today to create a saved search to list out customers whose comments field contains the word “SAP”.

Well, creating the search with the criteria as Comments contains the word ‘SAP’ won’t help as it will list out everything which has the words sap, like Sapphire or Disapproval.


Basically, we needed a case sensitive criterion. So, this is how we do it.

I am using the customer record as my test case.

  1. Navigate to Lists-> Search-> Saved Searches -> New
  2. Click Customer.
  3. Click Criteria tab.
  4. Click Standard sub tab.
  5. Select Formula (Numeric) under the Filter column.
  6. Enter the formula below on the Formula field:
    CASE WHEN (INSTR({yourfieldname}, ‘A’)) <> 0 THEN 1 ELSE 0 END
  7. Set the Formula (Numeric)to equal to.
  8. Set Valueto 1.
  9. Click Set.
  10. Add other criteria if needed.
  11. Preview 


Well, pretty easy right. Give it a go and see how it goes.

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