can source a List/Record from a saved search
# ask-stanley-ai
i
can source a List/Record from a saved search
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that you can use a saved search as a source for a select (List/Record) or multi-select field in a SuiteLet form. However, this requires some scripting. Here's how you can do it: 1. Perform the saved search. 2. Add select options where the record id is the id in the list and the text value is another column from your search. However, if you are trying to access the results of a saved search from a custom record type field, it's not directly possible. The value in “List/Record” is the type of things that will appear as options in the drop-down. If your saved search is a transaction search, choose “Transaction” from the List/Record. Then, use the filters on the custom field to recreate your search so that the only options that appear in your custom field are the ones you would also get via Saved Search. If you are trying to get the list of possible options to select in your drop-down field to be the results of a saved search, this is not directly possible. However, you can set up the field and use the filters under sourcing and filtering to replicate your saved search criteria. ****** 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: 0.84875381
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828721344
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820860326
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