Create a Saved Search to Find Transactions Created by Administrator Roles
Published on
October 31, 2023 at 1:34:44 AM PDT October 31, 2023 at 1:34:44 AM PDTst, October 31, 2023 at 1:34:44 AM PDT
Scenario
Create a Saved Search to find transactions created by an Administrator role.
Solution
The steps here allow a Saved Search to display Transactions made by any user based on any role, including the Administrator role:
- Login asAdministrator
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Search Title:Enter aTitle
- ClickCriteriatab
- ClickStandardsubtab
- Filter:
- SelectSystem Notes Fields...
- Saved Transaction Search popup:
- System Notes Filter:SelectRole
- Role:SelectAny Of
- SelectAdministrator(Or any other roles)
- ClickSet
- SelectUser Fields...
- Saved Transaction Search Popup:
- User Filter:SelectRole
- Role:SelectAny Of
- SelectAdministrator(Or any other role)
- ClickSet
- ClickResultstab
- Sort By:SelectDocument Number
- CheckDescendingcheckbox
- ClickColumnssubtab
- Field:
Note:User can add any fields depending on ones preference - SelectSystem Notes Fields...
- Saved Transaction Search popup:
- System Notes Field:SelectRole
- SelectSystem Notes Fields...
- Saved Transaction Search popup:
- System Notes Field:SelectSet By
- ClickSave & Run