Scenario
User wants to create a Saved Search that shows the changes done in Bank Entity Details of the Employee record.
Solution
- Navigate to Lists > Employees > Employees
- View: Select Employee
- Click Bank Payment Details
- Bank Payment Details: Click Edit
- Click Search link located at the upper right corner
- Click Create Save Search
- Search Title: Enter Title
- Filter:
- Select Parent Employee
- Select None of Unassigned
- Click Results
- Click Columns
- Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.- Select Parent Employee
- Select System Notes: Type
- Select System Notes: Old Value
- Select System Notes: New Value
- Select System Notes: Field
- Select System Notes: Date
- Click Save & Run