If you are using a summary saved search to source a transaction body field, does this summary search need to be public for all users to see the results of the field on the record?
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Todd Juenemann
11/30/2023, 5:21 PM
I have done this and yes, the Saved Search that populates the field needs to be public, if you do not what it to be public, you could possibly use the Access or Role options on the saved search, but I have not tried that.