Mike Casey
03/28/2025, 8:25 PMCeligo AI
03/28/2025, 8:25 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. ****** When you set a sourcing and filtering field on a field, it doesn't automatically apply to already created records. The sourcing and filtering settings are only applied when the record is created or edited. If you want to apply the sourcing and filtering to already created records, you have a few options: 1. You can manually edit each record. This might be feasible if you only have a small number of records. 2. You can use a mass update script. This allows you to update a large number of records at once. However, you need to be careful with this approach as it can potentially impact performance. 3. You can use a workflow. This is a more flexible option as it allows you to define conditions for when the sourcing and filtering should be applied. 4. You can create a custom field and use a client script to populate it. Then, on before submit, capture the value of the custom field and use that to set the UI added field. Leave your UI added field unfiltered so there's no collision with you want to set it to on before submit. 5. You can make your field as a Non Stored formula field. This will automatically calculate the value based on the formula you provide, and it will apply to all records, including those already created. Remember, each of these methods has its own pros and cons, and the best method for you will depend on your specific requirements and circumstances.
Celigo AI
03/28/2025, 8:25 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842172801
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
03/28/2025, 8:25 PM