Tiina Böös
05/05/2025, 9:22 AMCeligo AI
05/05/2025, 9:22 AMAI generated answer (using internal Slack threads):The reason your saved search is not showing up in the "Validation & Defaulting" tab's search field when creating a custom field is likely due to the specific requirements of the saved search used for this purpose. Here are the key points to consider: 1. The saved search must be a summary search. This means it should summarize the data in some way, such as by using grouping or totaling functions. 2. The saved search must have only one available filter. This is to ensure that the search can be applied correctly to the field. 3. The saved search should return only one result as the summary. This is to ensure that a single, definitive value can be pulled into the custom field. 4. The saved search should be set as public instead of private. This makes it accessible to be used in the custom field. 5. The saved search should be marked as available for list view and dashboard view. If your saved search does not meet these criteria, it will not appear in the "Search" dropdown under the "Validation & Defaulting" tab when creating a custom field. If you want to create a dynamic dropdown list of vendors using a saved search, you should create a custom item field of type "list/record" and select "vendor" under "list/record". Then, on the "Sourcing and Filtering" sub-tab, select a custom field on the vendor record and select a specific value to filter by. ****** 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
05/05/2025, 9:22 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861437201
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841672301
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835601211
Celigo AI
05/05/2025, 9:22 AM