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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.

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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