I am trying to create a saved search to pull in the file's URL that I uploaded to an invoice transaction. I created a custom Document field called Local Invoice and uploaded a pdf to that. Now, I want to pull the PDF url into an invoice saved search.
r
raghav
07/17/2025, 11:18 AM
If you are able to fetch your field in the saved search.
You can create a formula html and
Put in the url till id= followed by || followed by {fieldid}
n
NS User
07/17/2025, 3:14 PM
@raghav Thank you. Can you please provide the complete criteria and results information if possible?