Saturday, December 22, 2018

Create a Saved Search that finds all Estimates with Files Attached and shows the associated Sales Order Numbers on the results

To create a Saved Search that shows all Estimates with Files Attached and shows the associated Sales Order Numbers on the results, do the steps outlined below:

1. Navigate to Lists > Search > Saved Searches > New.
2. Search Type=Transaction.
3. Enter Search Title.
4. On the Criteria sub-tab, add these filters:

- Type is Estimate
- Main Line is True
- File Fields.... : Internal ID (Number) is not empty

5. On the Results sub-tab, add these fields:

- File Fields.... : Name
- Applying Transaction Fields... : Document Number 

6. Click Save&Run

Note: User may add other preferred fields as needed and change the Custom Label.

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