How to populate custom body with saved search list...
# ask-stanley-ai
m
How to populate custom body with saved search list?
c
AI generated answer (using internal Slack threads):
To populate a custom body field with a saved search list, you can follow these steps: 1. Create a summary saved search. This is a type of saved search that summarizes the data based on the criteria you set. 2. In the custom body field settings, go to the 'Validating or Sourcing' tab. 3. In the 'Search' field, select the summary saved search you created. 4. Save the changes. Now, whenever you view or edit the record, the custom body field will be populated with the results of the saved search. If you want to store the value from the saved search in the custom body field, you can create a workflow that sources the value from the saved search and stores it in the custom body field. Here is a helpful article that walks through how to set this up: https://www.mavencloud.tech/blogs/post/dynamically-source-field-values-from-saved-search-results ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822451651
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816001
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803073227
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