Can anyone provide step by step or even an article or Suite Answers on how to create a workflow to store a value for a formula based custom field? I have a custom field on the customer record that uses a formula to add 2 fields together to get the sum. I'm not able to store the value of this custom field. So I was reading I have to create a replica custom field but have the store value checked on this one and then create a workflow. But I'm stuck on creating the workflow and how I can get to the end result. Any help would be really appreciated ☺️

I think this sums it up well: https://rmnsug.files.wordpress.com/2020/01/store-a-dynamic-field-tip-and-trick-1.15.2020.pdf

The best way I have found is to created a schedule workflow, using a Saved Search to pull the records that you need updated. Then in the state of the flow, do a Set Field Value, selecting your Stored Field as the field to update with the Un-Stored field as the field to update from.

Thank you both! I'll give this a shot and hoping I can get it ☺️

saved search is the better option