How can I leverage Formula Text fields on a saved search to only show POs that specifc roles need to approve based on the amount? I want to display this as a dashboard saved search

AI generated answer (using internal Slack threads):

To leverage Formula Text fields on a saved search to only show POs that specific roles need to approve based on the amount, you can follow these steps: 1. Create a new saved search for Purchase Orders. 2. In the Criteria tab, add the necessary filters to only show POs that are pending approval. 3. In the Results tab, add the fields you want to display, such as PO number, vendor, amount, etc. 4. To show who the PO is awaiting approval from, you can use a join to the 'employee fields' and add either the Supervisor or Purchase Approver, depending on your approval process. 5. To only show POs that a specific role needs to approve, you can add a Formula (Text) field in the Criteria tab with a formula like this:

CASE WHEN {amount} > 10000 AND {role} = 'Manager' THEN 1 ELSE 0 END

. This formula will only show POs that are over 10,000 and are awaiting approval from a Manager. Adjust the amount and role as needed for your approval process. 6. To display this information on the dashboard, you can add the saved search to the Reminders portlet or create a new custom portlet. Remember to adjust the criteria and formula to match your specific approval process and roles. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******