Saved Search to Filter Transactions Created by Specific Role/s – JCurve Solutions

User wants to create a Saved Search to filter transactions using specific role/s.

1. Navigate to List > Saved Searches > New

2. Click Transactions

3. Search Title: Enter Title

4. Click Criteria subtab

5. Click Standard sublist

6. Filter: Select System Notes fields...

1. System Notes Filter: Select Role
2. Role: Enter Role
3. Select Main Line
4. Select Yes

7. Click Results subtab

8. Click Columns sublist

9. Field:

Note: Always click Add once Filter selected. You can add more Results fields as necessary.
- Select Internal ID
  - Summary Type: Select Group
- Select Date
  - Summary Type: Select Group
- Select Document Number
  - Summary Type: Select Group
- Select Name
  - Summary Type: Select Group
- Select Created By
  - Summary Type: Select Group
- Select System Notes fields...
  - System Notes Filter: Select Role
  - Summary Type: Select Group

10. Click Save & Run