Activity Saved Search Filtered by a Custom Employee Field

how to create an Activity Saved Search wherein the filter is based on an Employee field. Currently, no Employee fields are available on the Activity Saved Search filter fields drop-down.

Solution

1. Create a Custom Entity Field for Employee Records
   1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New
   2. Label: Enter label
      Example: New Region
   3. Type: Select Free-Form Text
   4. Store Value: Enter Checkmark
   5. Click Applies To
   6. Employee: Enter Checkmark
   7. Click Display
   8. Subtab: Select Main
   9. Display Type: Select Normal
   10. Click Save
        
2. Create a Custom CRM Field
   1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
   2. Label: Enter Label
      Example: Assigned To Region
   3. Type: Select Free-Form Text
   4. Store Value: Remove Checkmark
   5. Click Applies To
   6. Tasks: Enter Checkmark
   7. Click Display
   8. Subtab: Select Main
   9. Display Type: Select Hidden
   10. Click Sourcing and Filtering
   11. Source List: Select Assigned
   12. Source From: Select Region New
   13. Click Save
        
3. Create an Activity Saved Search 
   1. Navigate to Lists > Search > Saved Searches > New
   2. Click Activity 
   3. Search Title: Enter the title
      Example: Activity Saved Search
   4. Click Criteria
   5. Click Standard
   6. Field: 
      • Select Assigned To Region (Custom) 
        • Assigned To Region: Enter the name of the region
      • Select Type
        • Type: Select Activity
   7. Click Save & Run

Note: The user cannot use the Sales Rep fields because the values are based on the Customer Record’s Sales Rep field. The value of the field can only be sourced by creating a new CRM field based on the Custom Employee field.