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⚡ Week 3: Saved Searches Advanced

📚 6 Modules ⏱️ ~3 Hours 🎯 Advanced Skills

Week Overview

This week takes your saved search skills to the next level. You'll learn to filter by the logged-in user, combine criteria with AND/OR/NOT logic, highlight results with colors and images, configure deployment options, and set up email notifications. These advanced techniques let you build searches that are both powerful and user-friendly.

Learning Objectives

  • Use the "Mine" variable to filter by logged-in user
  • Combine criteria with AND, OR, NOT logic and parentheses
  • Apply conditional highlighting (colors, bold, images)
  • Configure deployment options for lists, dashboards, and menus
  • Set up notification emails triggered by record changes
  • Create scheduled email distributions
12
Logged-In User Filters
Use "Mine" and "My Team" variables to personalize search results per user
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13
Search Logic (AND/OR/NOT)
Combine criteria with expressions and parenthetical grouping
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14
Highlighting Results
Add images, text colors, background colors, and bold formatting
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15
Deployment & Audience
Dashboard views, reminders, menu visibility, and role restrictions
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16
Notification Emails
Trigger emails when records are created or updated
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17
Scheduled Emails
Weekly/monthly distributions with summarized or CSV results
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