Saturday, May 4, 2019

Unable to Add a Saved Search on Reminders Portlet

Check the following:

1. Access the Saved Search on Edit mode.

2. Available for Reminders checkbox must be enabled.

3. Under Results tab > Columns sub tab, check if fields has Summary Types.


Name | Summary Type = Group

Number | Summary Type = Group

Amount | Summary Type = Sum

If fields on a Saved Search contain Summary Types, we cannot add this Saved Search to the Reminders portlet on the Home Dashboard. Users may look and vote for Enhancement 162614 : "Reminders Portlet: Provide ability to acknowledge the Summary Type feature of Searches".



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