Purpose

This saved search shows Calendar Event records that need attention for forecast adjustment review.

Criteria

CriterionValue
Record typeCalendar Event
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:

Technical reference

Record identity

ItemValue
Record namePricing Review Process Review Search 5
Script IDcustomsearch_demo_forecast_adjustment_review_005
Object typeSaved Search
Source XMLObjects/customsearch_demo_forecast_adjustment_review_005.xml

Project assignment

ItemValue
Primary projectPricing Review Process
Record typesCalendar Event