Friday, May 10, 2019

Saved Searches: The System Displays All Entity Records When Setting the Name field as a Dynamic Filter Regardless of the Search Type or Criteria Filter Settings

If the Name field set as a dynamic filter is sourced from the Transaction Fields link; the system displays under the filter all entity record types regardless of the Search Type or Criteria Filter set within the Saved Search.

This is a current system limitation which is documented under Enhancement 248864: Reports/Saved Searches: When Setting the Name field as a dynamic filter in the system; ability to further filter the Names that appear in the drop down list by Entity Type based on the transaction type or records being filtered within the Search or Report

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