How do I view records that have an empty value in specific fields?

You can use a custom view to filter records that have an empty value in a specific field. Let’s understand this better with the help of a scenario.

Scenario: Patricia, a purchasing manager, manages material orders for production at her manufacturing company. Upon receiving a raw material request from production, she creates a purchase order in Zoho Books, which she sends to the vendor. The vendor fulfills the order and returns an invoice, occasionally without the order number, which Patricia records as a bill. To identify such bills, Patrcia creates a custom view with the condition “Order Number is empty” in the Bills module. She then adds the Order Number to those invoices.

To create a custom view to filter records that have an empty value:

  • Go to the module for which you want to create a custom view.
  • Click the All Bills dropdown (the dropdown name will change based on the module) at the top of the page and select + New Custom View.
Click + New Custom View from the dropdown
  • Enter the name of the custom view in the Name field.
  • Enter the criteria in the Define the Criteria section (Order Number is empty in this case).
  • Click Save.
Enter the criteria for the custom view

A custom view will be created which displays records with empty values (in this case, bills not having an order number).

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