In a saved search, is it possible to set a criterion that says only show the records with Next Approver's Role similar to the role that the user who runs the saved search uses? I tried to User joins but it is applicable to all of the roles assigned to the user and not to the one that he/she is using in running the saved search.

I don’t see role available for the next approver condition, but you could use the approver name for certain roles. Or you could add a custom field to the approver employee record and tag it with something special you can add to the criteria.

The Next Approver's Role is a custom field. And an Employee can have multiple roles. Maybe I didn't explain my original post well. Basically, we have POs with Next Approver's Role custom field. That field determines the role that is needed to approve the PO. My goal is when I run a saved search of pending approval POs using my Role A, I should only be able to see pending approval POs with Next Approver's Role value that match the Role which Role A that I'm CURRENTLY using to run the saved search.

You can use a CASE numeric formula to match user role with approver role. (I don’t know what your field id is for the approver role, so i just made one up)

Hi Michael, I think when I tried that it picked up all my roles and not the role that I was currently using to run the saved search. For example, if I have both Role A and Role B and the transaction next approver's role is Role B, I'd be able to see the transaction regardless which role I use because it sources it from my employee record and not from the one that I'm using.