Wednesday, September 19, 2018

Saved Search That Displays the Creator and Approver of All Purchase Orders

1. Navigate to Lists > Search > Saved Searches > New

2. Select Transaction as your search type

3. Click the Criteria > Standard subtab and add the following filters:

  •  Main Line as a filter, select = Yes
  •  Type as a filter, select Purchase Order and click Set

  •  'System Notes Fields...' as a filter, select Old Value, select 'contains', type Pending Supervisor
          Approval and click Set

4. Click the Results > Columns subtab

  •  Add Created By as a column
  •  Add 'System Notes Fields...' as a column and select Set By

5. Rename the search and click Save


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