I’ve got an interesting challenge.. For auditors...
# general
m
I’ve got an interesting challenge.. For auditors, I’m trying to create a search that shows all transaction changes made by administrators. So I make a search on system notes where role is administrator, record type transaction. But, in my results, I get a ton of records where regular users approved a transaction in workflow and the workflow escalated the role to run as administrator, so I get a ton of noise. Any thoughts on how I can just get true administrator users, with none of the escalations? I can’t filter on context, as these users come through UI.
d
Would filtering based on the user work? If you know all of the users with administrator you could manually add them.
r
is there some unique text in system notes field where this escalation takes place? if so can you add criteria to filter out
m
Filtering by user works, as it’s to specific people recognized as administrators. Auditors don’t like it, because you might miss someone. But it may be what they have to live with.
Rob, I haven’t seen anything in the system notes that references. I was thinking of maybe a formula that says that systemnotes:role (which is admin) is = to User:role (meaning they have the role…). but I haven’t built it out yet to see if that would work.
a
have you tried to filter context=UI?