Saturday, September 15, 2018

Save Button is Not Available when Creating a Transaction Saved Search

A user with the following permissions in his role does not have the Save button when creating a Transaction Saved Search. Only the Preview button is available.

Perform Search - Full
Find Transaction - View

In order to save a new transaction saved search, a user's role must have at least a Create level of Find Transaction permission.

1. As Administrator navigate to Setup > Users/Roles > Manage Roles.
2. Edit the custom role in question.
3. Under Permissions tab > Transactions subtab, change Level from View to at least Create for the Find Transaction permission.
4. Click Save.

To test, log on using the role, navigate to Lists > Search > Saved Searches > New > Transactions, and the Save button should now be available.

Note: Users may refer to our article Access Levels for PermissionsAnswer Id: 9894 for additional information.

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