Sarah
04/18/2025, 3:55 PMCeligo AI
04/18/2025, 3:55 PMAI generated answer (using internal Slack threads):To filter on the category field in an entity saved search, you can use the 'sourced from' functionality. This involves adding a field to the entity record, and then adding a column to the transaction. The column should be sourced from the entity. This way, you can filter on the category field in the saved search. Here are the steps: 1. Go to the entity record and add a new field. This field should be the category you want to filter on. 2. Add a column to the transaction. This column should be sourced from the entity field you just created. 3. Now, when you create a saved search, you can filter on this new column. This method allows you to filter on the category field in an entity saved search. However, please note that this method might be unnecessary depending on what you are trying to do. If you are only trying to pull in entity fields in the search, you can do so directly in the saved search without having to add a new field and column. ****** 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
04/18/2025, 3:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817899346
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817456782
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811384916
Celigo AI
04/18/2025, 3:55 PM