I am trying to make a saved search based on a custom record but the custom record type is not appearing as an option to base the saved search. Does anyone have any suggestions please? 🙂
a
AI1
07/27/2021, 12:41 PM
I believe your custom record needs these two boxes checked during the setup/creation
AI1
07/27/2021, 12:42 PM
I’ve had trouble getting it to show up in the saved search list if I haven’t checked those boxes at first then try to go back later and add them. It hasn’t worked for me. They need to be checked from the very beginning