Since it is a non stored field with a saved search as source, can't you just mimic that logic in your new saved search instead of creating a new field that shows the same data? It doesn't seem efficient or reliable.
m
MGBC
07/10/2025, 1:53 PM
If you want to store the value you need to use the after record submit trigger in a workflow to copy the value into your stored field
Any other trigger won’t work because the saved search has no data until the record is submitted to the database
MGBC
07/10/2025, 1:53 PM
Also what field type is it list/record? Or free text?
k
Kendra Borkholder
07/10/2025, 3:30 PM
@mesper we are attempting to use this field in a formula so putting it soley in the new saved search isnt helpful
c
CB
07/10/2025, 6:48 PM
You can do it with a scheduled workflow. On WF definition under Schedule, you can select a saved search that returns the list of Work Orders that you want to update.
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mesper
07/10/2025, 7:23 PM
@Kendra Borkholder Yes, but since the field on your WOs is based on a saved search, you can copy that saved search and use it as a basis for your new saved search. Instead of populate new fields that slow down the system and makes things more complicated because you create redundance in your data.