Custom Role With Appropriate Permissions Is Unable to View Results of a System Notes Search – JCurve Solutions

Scenario

Custom Role with Appropriate Permissions is unable to view correct results of a System Notes Search.

Administrator creates a Saved System Note Search which is able to display 3 Bill Payment records: (E.g. BP1000, BP2000 and BP3000). When using a Custom Role, newly created System Note Search renders zero result, however custom role is able to Global Search Bill Payment records: BP1000, BP2000 & BP3000, as well able to access these Bill Payment records correctly (Thus this is not a permission issue).

As stated in SuiteAnswers article: 66514 System Notes Search > Custom Role with Notes Permission=Full unable to view the search results.

When viewing a System Notes Search as an Administrator, Users will be able to see all System Notes Changes set by any User. However when logged in with a Non-Administrator role, the Search only return results for the logged in User.

Note: This is a known limitation requested under Enhancement: 246817. To search and vote for the Enhancement see 10054 Voting for Enhancements.

Solution

Create a New Saved Transaction Search:

Navigate to Lists > Search > Saved Search > New
Select Transaction
Search Title: Enter a Title
Check Public checkbox
Click Criteria tab
Click Standard subtab
Filter:

Select Type
Saved Transaction Search popup:

Type: Select Any Of
Then select Bill Payment
Click Set

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select Date
Date: Select Within
Quick Filter: Select Day
Available Selectors: Select Today
Click Set

Click Results tab
Click Columns subtab
Fields:

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select Date
Click Add

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select Type
Click Add

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select Old Value
Click Add

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select New Value
Click Add

Click Available Filters tab
Filter:

Select System Notes Fields...
Saved Transaction Search popup:

System Notes Filter: Select Date
Click Add

Click Save & Run
Note: Result displays Bill Payment records (E.g. BP1000, BP2000 & BP3000).

Switch to Custom Role and view newly created Saved Transaction Search:

Note: Custom Role should be able to view the correct results Bill Payment records (E.g. BP1000, BP2000 & BP3000).