1. Using Partner Relationship Management for Channel Managers
  2. Create a Pending My Approval Saved Search for MDF Objects

Create a Pending My Approval Saved Search for MDF Objects

Channel managers and other MDF object approvers can use a record set in the advanced search page to create a Pending My Approval saved search for MDF objects, including MDF requests and MDF claims.

This saved search shows all MDF requests or MDF claims that are pending approval by the signed in approver.

Channel managers and other MDF object approvers can use these steps to create a Pending My Approvals saved search for MDF requests or MDF claims and set it as their default search.

  1. Sign in with your credentials.

  2. Click Partner Management.

  3. Click MDF.

  4. Click the MDF Requests or MDF Claims tab, depending on which MDF object you want to create the saved search for.

  5. On the selected MDF object page, click Show Advanced Search.

  6. Provide the following search criteria:

    • Record Set equals Pending my approval

    • Status equals Pending Approval

  7. Click Save.

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

  9. Select the Set as Default check box to make this search the one that loads when you view the page.

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

  11. Click OK.

Your new saved search appears in the Saved Search list.