Purpose

This saved search shows Class records that need attention for inventory count reconciliation.

Criteria

CriterionValue
Record typeClass
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:

  • Case Follow-up Reminder - connected through the inventory count reconciliation process.
  • class - connected through the inventory count reconciliation process.

Technical reference

Record identity

ItemValue
Record nameCase Follow-up Reminder Review Search 31
Script IDcustomsearch_demo_inventory_count_reconciliation_031
Object typeSaved Search
Source XMLObjects/customsearch_demo_inventory_count_reconciliation_031.xml

Project assignment

ItemValue
Primary projectCase Follow-up Reminder
Record typesClass