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Associate a partner with an item on a save search

edited Jan 3, 2020 1:14AM in Search / Reporting 2 comments

We would like to create an an inventory item search that links to the partners preferences.  Specifically, we want to send an email alert to partners with inventory levels - but we only want to send them the items that pertain to them. 

In our case every item has a custom list field that we group by (i.e square widgets, round widgets, triangle widgets, etc.).  On the partner record for example, we can put a multi-select field to show that they are interested in square and round widgets only. 

Does anybody know of a way to create an item search that can link to the partner record to filter by what type of widgets that pertain to them?

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