There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).

For example, a Master Saved Search shows the Invoices for all customers and the user would want to add a link that will show the list of all transactions for the customer regardless of type (i.e. another Transaction Saved Search).

1. Navigate toLists>Search>Saved Searches>New
2. ClickTransaction
3. Search Title:EnterTitle
   Example:Master Invoice Search
4. ClickCriteriatab
5. ClickStandardsubtab
6. Filter:
   
   • SelectType
   • Type:Selectany of
   • SelectInvoice
   • ClickSet
   • SelectMain Line
   • Main Line:SelectYes
   • ClickSet
7. ClickResultstab
8. ClickColumnssubtab
9. Field:
   Note:For every required field use the drop-down menu to select it and once adjusted click Add if needed.
10. ClickSave
11. Repeat the steps 1-10 and create another Transaction Saved Search
    Example:Transaction Child Search
12. For step 6, only includeMain Linefilter
13. ClickSave

To add a link redirecting a user from a Master Saved Search to a Child Search, customize the Master Search and addFormula (HTML)field.

1. ClickEditby Master Saved Search
2. ClickResultstab
3. ClickColumnssubtab
4. Field:
   
   • SelectFormula (HTML)
   • Formula:Enter'<a href="/app/common/search/searchresults.nl?searchid=XXX&Transaction&CU_Entity_INTERNALID=' || {customer.internalid} || '"<span style="color:blue">Transactions</a>'
     Note:Replace the XXX by the Internal ID of the Transaction Child Search. This ID can be found in the URL as searchid=XXX.
   • Custom Label:EnterTransactions
   • ClickAdd
5. ClickSave & Run
6. The columnTransactionswill contain a link that redirects a user to the Transaction Child Search.