Think I am having a brain fart situation. I had cr...
# generaln
Noel B
12/14/2023, 11:25 PMThink I am having a brain fart situation. I had created a Read Only Role and now they want to be able to create saved searches. I have enabled the permission "Perform Search" at level of full. Also have compared it to another role that can create saved searches. The Read Only role can not save a search. I can not figure out my issue.
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Dylan Fields
12/14/2023, 11:30 PMShould be Publish Search.
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Noel B
12/14/2023, 11:31 PMIsn't publish only for sending of saved searches via email, etc?
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Dylan Fields
12/14/2023, 11:31 PMIIRC, Perform just lets you literally perform but not save, while Publish lets you save.
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Noel B
12/14/2023, 11:31 PMTaking another look it appears it is for this specific type of saved search, Transactions.
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Dylan Fields
12/14/2023, 11:31 PMDylan Fields
12/14/2023, 11:32 PMYeah, you got it:
If you have Full level for the Perform Search permission, you can run, create, and save searches, for record types to which you have access.
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Noel B
12/14/2023, 11:35 PMSo even with Full for perform search I can run a saved search via "Preview", but I can't save the saved search (transaction).
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Edgar Valdes
12/14/2023, 11:37 PMThere is more in the article:
Find Transaction – This permission has four possible levels, View, Create, Edit, and Full. If you have Create level or higher for the Find Transaction permission, the Create Saved Search button is available for transaction searches. With the View level, you can run transaction searches but you cannot save them.
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Noel B
12/14/2023, 11:40 PMThank you so much. That was it.
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