Attachment fields on Activities such as File Name and Creation Date Now Available in Adaptive Search

Attachment fields such as file name and creation date are available in Adaptive Search for Activity Object so that they can be used to find records having such files as attachments. This is also used to show attachment data in Sales Orchestration panel in the record overview page in Redwood Sales.

Users can now search for records based on attachment fields like file name and creation date. 

Steps to Enable

• Login with a user having Application Implementation Consultant role.
• Go to Configure Adaptive Search setup task
• On the Setup tab, select Advanced subtab
• Find the Attachments field and enable it
• Save and run the Publish job to make it effective.

Once the publish job completes, you can use filter Activity records based on  in Workspace and Redwood Sales List Pages.