ted_p
03/13/2025, 7:30 PMCeligo AI
03/13/2025, 7:30 PMAI generated answer (using internal Slack threads):To create a formula that calls the specific value of a custom record field on an item, you can follow these steps: 1. Navigate to the custom field settings of the item. 2. In the "Validation & Defaulting" section, check the "Formula" box. 3. Enter your formula in the "Default Value" box. However, if you want this field to be available in saved searches, you need to ensure that the "Store Value" option is unchecked. If you uncheck "Store Value", the custom field will not appear in the saved search results directly. To make it appear, you can use a workflow to take the value from your non-stored custom field and store it into another stored custom field. This 'stored' custom field can then 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. If you encounter an error like "ERROR: Field 'quantityonhand' Not Found", it might be due to the location criteria in your search. Fields like 'quantityonhand' can be tricky to get right in searches, especially in a multi-location inventory situation. If you want to show the internal ID of a value (like location) rather than the name in a custom field, you can use a formula in your custom field. ****** 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
03/13/2025, 7:30 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863308132
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843138635
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841887951
Celigo AI
03/13/2025, 7:30 PM