1. Log in as an Administrator.
2. Go to Lists > Search > Saved Searches.
3. Find and click on the custom Saved Search you want to edit, then click Edit.
4. In the Criteria tab, go to the Standard subtab.
5. Add a Formula (Text) criteria.
6. Set the Formula Text to “Is not Sales Tax Group”.
7. Enter the Formula as “{item.type}”.
8. Click Set.
9. Add a Formula (Numeric) criteria.
10. Set the Formula Numeric to “Not equal to”.
11. Enter the Value as “1”.
12. Set the Formula as “{case when {amount} > 0 and {item.type} is null then 1 end}”.
These steps are intended to clarify and simplify your instructions for creating or modifying a Saved Search in your system.