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Redwood Quote List "My Quote" search

Hi,
I have asked the AI Support Assistannt how to create a "My Quotes" search in Redwood Quote List so sales users only can see their own quotes and it gives me the following:
Creating a "My Quote" Search in Redwood Quote List

To allow sales users to see only the quotes they have created, follow these steps:

  • Go to the Admin page and click Process Definition under Commerce and Documents.
  • Select Data Columns for the Commerce process, then click List.
  • Click the attribute like 'Created By' or 'Owner' and enable Keyword Search Enabled.
  • Click Update.

Next, create a Saved Search:

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