Purpose

This saved search shows Support Case records that need attention for partner referral tracking.

Criteria

CriterionValue
Record typeSupport Case
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 nameSupport Intake Triage Review Search 260
Script IDcustomsearch_demo_partner_referral_tracking_260
Object typeSaved Search
Source XMLObjects/customsearch_demo_partner_referral_tracking_260.xml

Project assignment

ItemValue
Primary projectSupport Intake Triage
Record typesSupport Case