Hu guys, using a saved search, can I get the role ...
# generale
Edgar Valdés
10/05/2021, 2:35 PMHu guys, using a saved search, can I get the role (not the user) that created a transaction?
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Mika Hakkinen
10/05/2021, 2:40 PMUser Fields join, then Role field? ie: User Field... Role
Mika Hakkinen
10/05/2021, 2:43 PMSorry, Created By... (fields), then Roles? Give that a bash hopefully that should work
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Rebecca
10/05/2021, 3:12 PMIf the user has more than 1 role assigned, it will not tell you what role was used at the time.
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Edgar Valdés
10/05/2021, 3:33 PMYes, thats the problem @Rebecca
Edgar Valdés
10/05/2021, 3:33 PMThanks @Mika Hakkinen
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Rebecca
10/05/2021, 3:43 PMYou could use a workflow to populate the role when the record is created. I would consider if the overhead is worth the data point….
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RJMNS
10/08/2021, 10:49 PMOn a transaction search, put System Notes : Type as Create for a criteria and also the doc # of the transaction you're looking for. Then on results, add System Notes : Role and that should do it.
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