How to add a saved search to a related objects control in 2014.3.1 and later

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    How to add a saved search to a related objects control in 2014.3.1 and later


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    In this example I will show how to add a saved search to a Comments (ActivityHistory) Related Objects Control.

    In the Configure application, Automation Tools and then saved searches,  Click the "Show all objects" link.   Then choose the Email business object and add a saved search.   The saved search shown below will show all incoming emails and all outgoing emails that where not created by internalservices.

    Once you have the saved search created, go to your panel where the related object control is.   In the related objects control, choose the journal.email and choose the saved search you just created.    Save.

    Go back to your client refresh.  Then navigate to the panel with the related object list (Comments).  Your emails are now filtered by the saved search.