Defining a COA Active Saved Search
To use a custom saved search for COA report generation, define a COA active saved search.
Before you begin this procedure, complete Creating a Custom Saved Search for COA.
Watch the following help video for information about customizing a COA template:
To define a COA active saved search:
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Go to Customization > Lists, Records, & Fields > Record Types.
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In the COA Active Saved Search row, click New Record.
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From the COA Report Saved Search list, select your custom saved search.
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To mark this saved search as active, check the Active Saved Search box.
Note:You must check this box to use the custom saved search for COA report generation.
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Click Save.
Next, complete the procedure in Creating a Custom COA Template.
Related Topics
- Custom Certificate of Analysis (COA) Template
- Defining a Certificate of Analysis (COA) Field
- Defining a Customer Certificate of Analysis (COA) Attribute
- Defining a Certificate of Analysis (COA) Report Path
- Defining an Item Fulfillment Status Parameter
- Viewing a Generated Certificate of Analysis (COA) Report
- Certificate of Analysis (COA)
- Quality Management Overview