Purchase Request Approval Review Search 217

Purpose

This saved search shows Lead records that need attention for project task assignment.

Criteria

Criterion	Value
Record type	Lead
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:

• Purchase Request Approval - connected through the project task assignment process.
• lead - connected through the project task assignment process.

Technical reference

Record identity

Item	Value
Record name	Purchase Request Approval Review Search 217
Script ID	customsearch_demo_project_task_assignment_217
Object type	Saved Search
Source XML	Objects/customsearch_demo_project_task_assignment_217.xml

Project assignment

Item	Value
Primary project	Purchase Request Approval
Record types	Lead