I have a pretty basic question, i think. I want to...
# administration
j
I have a pretty basic question, i think. I want to create a field on my item records called "Finished Product Vendor" It will display a list of vendors that is returned from a saved search. I'm not sure what type if item field to create (text, list/record?) or how to specify the saved search as the source of the list values. when i try to create a text field, on the validation and defaulting sub-tab, there is a pulldown called "Search" that displays a few saved searches, but does not show mine. I don't know what i have to do special that will make my saved search available on that list. below is the field help for the search field. thanks!
s
there is a checkbox on the saved search definition, make sure the saved search is also public instead of private
j
@Sandii i have it set as public, available as list view and dashboard view. The help says it should be a summary search. I simply want a specific sub-set of my vendor list. Do you think this is possible? it seems like a fairly basic request. I've jut never done it before. thanks
b
that search field is used for calculating a default value for the field based on your search
its not used to filter to select options
the normal options are in the Sourcing and Filtering tab of the field
j
@battk thanks for your input. based on what i want to accomplish, any thoughts on how to go about it? I'm looking to create a dynamic dropdown list of vendors that i can use on an item. I figured the easiest way to create that list would be with a simple saved search that pulls vendors of a specif "vendor category". Vendor category is a custom field that i set for every vendor.
b
j
thanks, that worked! So easy and powerful once you know how to do it... Just to recap for anyone else curious: I created a custom item field of type "list/record" and then under "list/record" , i selected vendor. then on the sourcing and filtering sub tab, in the sub list i selected a custom field on the vendor record and selected a specific value to filter by.