Purpose

This saved search shows Project records that need attention for shipping method validation.

Criteria

CriterionValue
Record typeProject
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:

  • Credit Hold Review - connected through the shipping method validation process.
  • project - connected through the shipping method validation process.

Technical reference

Record identity

ItemValue
Record nameCredit Hold Review Review Search 83
Script IDcustomsearch_demo_shipping_method_validation_083
Object typeSaved Search
Source XMLObjects/customsearch_demo_shipping_method_validation_083.xml

Project assignment

ItemValue
Primary projectCredit Hold Review
Record typesProject