Purpose

This saved search shows Account records that need attention for purchase request approval.

Criteria

CriterionValue
Record typeAccount
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:

  • Contract Renewal Alerts - connected through the purchase request approval process.
  • account - connected through the purchase request approval process.

Technical reference

Record identity

ItemValue
Record nameContract Renewal Alerts Review Search 157
Script IDcustomsearch_demo_purchase_request_approval_157
Object typeSaved Search
Source XMLObjects/customsearch_demo_purchase_request_approval_157.xml

Project assignment

ItemValue
Primary projectContract Renewal Alerts
Record typesAccount