I have a custom project field to be populated with a related transaction document number. The type then is List/Record and the List is Transaction. The value is to be set in the custom field is based on the results of a saved search. Is script the only option here to set the value? Summarized saved search field does not seem to be available for a list/record custom field.

If the summarized saved search value is the internal id of your list/record then a set field value action in a workflow can do this Just put your sourced field as a formula in your set field value action

Actually, the option to select a saved search in the custom entity field is not available. It does not seem possible to use a summarized saved search to populate a custom List/Record field (directly in the Field record).

It’s for custom transaction body field or Entity field ? because I already used a summarized saved search for a list ( I use the internal id in the saved search )

It's a custom entity (not transaction). I was hoping to use list/record but I guess I'm stuck with a free-form text now. Thank you.

@Luis a free form text field can be used to populate a list record field If the free text field holds the internal id of the list/record

Ohhhh alright. Now I get it. Thanks.