Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0

Written by
Pattranit Lakhan
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

  1. Navigate toLists>Search>Saved Searches

  2. AffectedSaved Search:ClickEdit

  3. ClickCriteria

  4. ClickStandard

  5. Filter
    Note: For every required filter use the drop-down menu to select it and once adjusted, click Add if needed.

    • SelectAmount
      1. ClickRemove
    • SelectAmount (Credit)
      1. Amount (Credit):Selectnot empty
      2. ClickSet
    • SelectAmount (Debit)
      1. Amount (Debit):Selectnot empty
      2. ClickSet
  6. 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.

Note:Now when logged with a custom Role, Results of this Saved Search are visible.