What is the purpose of dynamic criteria in a saved search?

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Dynamic criteria in a saved search serve the purpose of allowing the search to adapt and automatically reflect new conditions based on the underlying data in the system. This means that every time the search is executed, it can yield different results depending on any changes that have occurred in the data since the last time it was run. This capability is particularly valuable in a business environment where data is frequently updated, as it ensures that users always see the most relevant and current information without needing to modify the search manually.

For instance, if a saved search is set up with dynamic criteria to filter results by transaction date or status, as new transactions are recorded or existing ones are updated in the system, the results will automatically change, thereby providing up-to-date insights. This feature enhances operational efficiency by minimizing the need for ongoing manual adjustments and ensuring relevance in reporting and decision-making processes.

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