Edgar Valdes
10/10/2024, 5:27 PMCeligo AI
10/10/2024, 5:27 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a custom field of type Select and populate it with options from a Saved Search in a Custom Record, you would typically follow these steps: 1. Create a new custom field in your custom record. Set the type to 'List/Record'. 2. In the 'List/Record' dropdown, select the type of record that your Saved Search is based on. For example, if your Saved Search is a transaction search, choose 'Transaction' from the List/Record dropdown. 3. Use the filters under 'Sourcing and Filtering' to replicate your Saved Search criteria. This will ensure that the only options that appear in your custom field are the ones you would also get via Saved Search. However, it's important to note that you cannot directly populate a custom field with the results of a Saved Search. The custom field can only be populated with records of a certain type, and you can filter these records using the 'Sourcing and Filtering' options to mimic your Saved Search. Also, to make a saved search based on a custom record, the custom record type needs to have the 'Show in List' and 'Available in Search' options checked during the setup/creation. If these options are not checked from the beginning, you might have trouble getting the custom record type to show up in the saved search list. I hope this helps! If you have any other questions, feel free to ask.
Celigo AI
10/10/2024, 5:28 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864168108
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861598432
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850344181
Celigo AI
10/10/2024, 5:28 PM