Creating a Saved Search for Asset Split User Notes
The system creates a user note in the asset records generated by the split. You can create a saved search for these user notes to check the source asset ID and the FAM process record ID.
To create a saved search for user notes in asset records generated from a split:
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Go to Lists > Search > Saved Searches > New.
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On the New Saved Search page, click User Note.
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(Optional) On the Search Title field, enter a name for your search.
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On the Criteria subtab, select the Date filter, and on the Saved User Note Search popup, set the following values:
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Date – Select within.
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From – Set to the earliest date of the split transactions you want to search.
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To – Set to the latest date of the split transactions you want to search.
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Click Set.
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On the Results subtab, in the Field sublist, add Date, Title, and Memo.
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Click Save.