Create Saved Search for Journal Entries With Reject/Approve Button and Status Pending Approval

User wants to create a Saved Search for Journal Entries which have a Reject/Approve Button and Status Pending Approval for a Specific Approver

Note: This is applicable only if there is a running workflow for their Journal Entry Record which have an Approve/Reject button

Solution

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter the desired Search Title
4. Click Criteria
5. Click Standard
6. Filter:
   • Select Type
   1. Select Journal
   2. Click Set
   • Select Created By
   1. Select the Employee Name 
      Notes: This can be multi-select
   2. Click Set
   • Select Approval Status
   1. Select Pending Approval
   2. Click Set
   • Select Workflow Fields…
   1. Workflow Filter:Select Current State
   2. Select XX : Pending Approval
      Note: Where “XX” is the name of the running workflow for Journal Entry
   3. Click Set
7. Click Results
8. Click Columns
9. Field:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
10. Click Save & Run