Pricing Review Process Review Search 182

Purpose

This saved search shows Estimate records that need attention for customer duplicate review.

Criteria

Criterion	Value
Record type	Estimate
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

• Check criteria before using this search as an automation trigger.
• Keep result columns concise for daily review.

Related configuration

This object references:

• Pricing Review Process - connected through the customer duplicate review process.
• estimate - connected through the customer duplicate review process.

Technical reference

Record identity

Item	Value
Record name	Pricing Review Process Review Search 182
Script ID	customsearch_demo_customer_duplicate_review_182
Object type	Saved Search
Source XML	Objects/customsearch_demo_customer_duplicate_review_182.xml

Project assignment

Item	Value
Primary project	Pricing Review Process
Record types	Estimate