Jonathan Rothman
10/16/2024, 6:24 PMCeligo AI
10/16/2024, 6:24 PMAI generated answer (using internal Slack threads):To set up a custom field sourced from a saved search in order to populate values on a new saved search, you need to follow these steps: 1. Create a custom field with the option "Store Value" set to True. This is necessary because if a custom field is sourced from a saved search and "Store Value" is not checked, the field will not dynamically update and will show blank values in a saved search view. 2. Create a second custom field with "Store Value" set to True. This field will be used to store the dynamically sourced values from the first custom field. 3. Set up a script or workflow to copy the value from the first custom field (the one sourced from a saved search) to the second custom field (the one with stored values). This can be done using a scheduled workflow. 4. Make sure to create a good saved search for your scheduled workflow and set up the workflow in testing mode. Use the "set field value" action to select your custom field stored and from value custom field not stored. 5. Execute your workflow and check the log to ensure that the values are being copied correctly. 6. Once you have confirmed that the workflow is working correctly in testing mode, you can release it to update all the records. Remember, when you are in testing mode, only the first results of your saved search will be submitted to the workflow. You must release the workflow to apply it to all the records. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/16/2024, 6:24 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855422139
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850102544
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8381
Celigo AI
10/16/2024, 6:24 PM