Sarah
03/07/2025, 3:04 PMCeligo AI
03/07/2025, 3:04 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that pulling fields from a workflow into a saved search using a formula can be a bit complex. Here are some insights from the threads: 1. You can create a formula field in a saved search. For example, a formula field like
FLOOR(NVL({paymentdate},{today})-{invoicedate})
might be enough. You can make the summary type of the field = average and show totals for the saved search.
2. If you want to use a formula in a custom field and use it in a saved search, you might need to uncheck "Store Value" on the custom field. However, this might make the column for your custom field disappear from the saved search results. To overcome this, you can use a workflow to take the value from your non-stored custom field and store it into another stored custom field. You can have the 'stored' custom field appear in your search results. The workflow can be Scheduled and based on a saved search that contains all Records where the Stored field is empty.
3. If you are trying to build a workflow that replaces an item with another item at SO creation based on a saved search, it might not be possible with a saved search. You can only use saved searches as a condition for actions. The only parameters for setting a field value are static value, formula, or from another field. If you can't achieve this via formula or a custom field, you might need to resort to scripting.
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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
03/07/2025, 3:04 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849236548
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84754169
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846544206
Celigo AI
03/07/2025, 3:04 PM