Wednesday, May 8, 2019

Display Created By Field on Employee or Customer Saved Search


The user wants to know who created some records. But when setting up a saved search for these records, the field Created By field is not in the list of available Fields/Filters.


Some types of entity records (e.g. Employee and Relationships) do not benefit of this Field or Filter in Searches.
The user can however determine the record's creator by:

1. Adding the following Field in the Search's Results tab > Columns subtab: System Notes Fields…:Set by
2. Set its Summary Type=Min

The Search's Results page now displays a column with the earliest value of the Set by fields – in other words, the record creator's name.

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