Purpose

This saved search shows Kit Item records that need attention for customer onboarding controls.

Criteria

CriterionValue
Record typeKit Item
StatusOpen or pending review
Inactive recordsExcluded

Results

ColumnPurpose
Internal IDOpens the source record
StatusShows current process state
OwnerShows who should review next
Last modifiedHelps identify stale records

Operational notes

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

This object references:

  • Support Intake Triage - connected through the customer onboarding controls process.
  • kit-item - connected through the customer onboarding controls process.

Technical reference

Record identity

ItemValue
Record nameSupport Intake Triage Review Search 223
Script IDcustomsearch_demo_customer_onboarding_controls_223
Object typeSaved Search
Source XMLObjects/customsearch_demo_customer_onboarding_controls_223.xml

Project assignment

ItemValue
Primary projectSupport Intake Triage
Record typesKit Item