Monday, July 8, 2019

Saved Search for open Opportunities with specific Item Number and Item Quantity

Steps to create Saved Search of open Opportunities with filter of combination Item Number and Quantity:

1. Navigate to List > Search > Saved Searches > New.
2. Choose the type Transaction.
3. Enter the Search Title.
4. Under the Criteria subtab > Standard sublist set the following Filters:
   - Type is Opportunity
   - Status (choose the Status(es) of the Opportunity, e.g. Opportunity: In Progress).
   - Item (select the Item Number).
   - Quantity (enter the Quantity).
5. On the Results subtab
   - Choose the Fields which users would like to see on the Results page.
6. Click Save & Run.

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