Saved Search: Find any recent user activity on the Record

I’m trying to create a saved search that checks works orders for any recent user activity. I need to find work orders that have no user activity in the system information tab in the past month. Filtering on the “Sytem Notes Fields: date – after 30 days ago” does not seem to work. Anyone have any ideas on what to filter by?

Rookie Asked on January 13, 2020 in Saved Searches.
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1 Answer(s)

You are on the right track.


I would say that you will want to use…

    • Criteria –  SUMMARY system notes – date field that is BEFORE 30 days ago. Summary type is maxiumum
    • Criteria, Standard – Transaction type is Work Order


    • Results – system notes – date, summary type is maximum.


    • Sorting as you see fit.



Hope this helps.

Intermediate Answered on January 13, 2020.
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