Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0
Published on
October 31, 2023 at 8:23:48 AM PDT October 31, 2023 at 8:23:48 AM PDTst, October 31, 2023 at 8:23:48 AM PDT
Scenario
When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.
Solution
Navigate toLists>Search>Saved Searches
AffectedSaved Search:ClickEdit
ClickCriteria
ClickStandard
Filter
Note: For every required filter use the drop-down menu to select it and once adjusted, click Add if needed.- SelectAmount
- ClickRemove
- SelectAmount (Credit)
- Amount (Credit):Selectnot empty
- ClickSet
- SelectAmount (Debit)
- Amount (Debit):Selectnot empty
- ClickSet
- SelectAmount
- ClickSave & Run
Note: If Save & Run option is not visible, hover-over cursor on the down array of the Save button and click Save & Run.