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.
Add Comment
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.

Beginner Answered on January 13, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor