Create a Pending My Approval Saved Search for Deal Registrations

Channel managers can create a Pending My Approval saved search for deal registrations. This saved search shows all deal registrations that are pending approval by the signed in channel manager.

This saved search differs from the All Pending Deal Registrations saved search because it doesn't show deal registrations the signed in channel manager has access to that are pending approval by other users.

Channel managers can use these steps to create a Pending My Approvals saved search for deal registrations and set it as the default search for the specific channel manager role.

1. Sign in with your channel manager credentials.

2. Ensure that you're in a sandbox.

3. From the Settings and Actions menu, click Edit Pages.

4. Select the option to edit pages at the Job Role level, select Channel Sales Manager or Channel Account Manager, and click OK.

5. Navigate to the Deal Registrations page.

6. On the Deal Registrations page, click Show Advanced Search.

7. Provide the following search criteria:

   • Record Set Equals Records pending my approval

   • Status Equals Pending Approval

   • (Required) Last Updated Date Between [90 days or less from today] - [today]

8. Click Save.

9. In the Create Saved Search dialog box, type a name for the saved search, such as Pending My Approval.

10. Select the Set as Default check box if you want to make this search the one that loads when a user with the channel manager role you specified displays the page.

11. Select the Run Automatically check box if you want to run the search automatically when this search is loaded.

12. Click OK.

13. To close Page Composer, click Close.

14. Test your new saved search.

15. Publish your sandbox to make the saved search available to channel managers.