Create an Activity Search Filtered by a Custom Employee Field

The user needs to create an Activity Saved Search wherein the filter is based on an Employee field. Currently, no Employee fields are available on the Activity Saved Search filter fields drop down.

A. Create a Custom Entity Field for Employee records:
1. Customization > List, Record & Fields > Entity Fields > New.
2. Fill up the necessary fields using the following:
 - Label = New Region
 - Type = Free Form Text
 - Store Value = T
 - Applies To tab
          - Employee = T
 - Display tab
          - Subtab = Main
          - Display Type = Normal
3. Save as Region_new.

B. Create a Custom CRM Field:
1. Customization > Lists, Records, & Fields > CRM Fields > New.
2. Fill up the necessary fields using the following:
 - Label = Assigned To Region
 - Type = Free Form Text
 - Store Value = F
 - Applies To tab
          - Task = T
 - Display tab
          - Subtab = Main
          - Display Type = Hidden
 - Sourcing and Filtering tab
          - Source List = Assigned
          - Source From = Region_new
3. Click Save.

C. Create an Activity Saved Search:
1. Lists > Search > Saved Search > New.
2. Type = Activity.
3. Under the criteria tab, use the filter "Assigned to Region" = name of preferred region.
4. Save and Run.  

Note: The user cannot use the sales rep fields because the values is based on the customer records sales rep field. The value of the field can only be sourced by creating a new CRM field based on the custom employee field.