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?
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.