Hey all. I've been trying to add a custom "Approval Date" date field to sales order records showing when the record changed from Pending Approval to Pending Fulfillment status. Seemingly a simple task, but I hadn't been able to get it! The date hasn't been populating on the record for some reason. I'm using Validation & Defaulting on the custom transaction body field. The saved search that I have it linked to seems to be working properly. If I manually filter down to a particular order it will show a result for the correct date that I'm trying to display on the record. Hoping someone might know something that I'm missing here. Thanks so much!

Seems like if you take off the store value it will display, a field based on a saved search returns that value realtime so if you store value it won't show the value. Assuming of course that the saved search is a summary saved search. I see from the screenshot that the saved search is correct, try removing store value, but if you have manually populated that field with values it will clear those when you remove the store value.

Shoot, you're right that did work to display it on the SO record. Only issue with this approach is that I need to reference this new field on a custom report column. Don't believe I can do that if value is not being stored. Any thoughts on that? @Muzzyelk

I created another custom field on the record that does have a stored value and used a workflow to set a static field value based on the value of the original dynamic field.

Gah! Such a roundabout approach we must take. But I was assuming you'd say something like this. Gets the job done! I appreciate your input very much

Perhaps a script could be written that could handle it easier, so there might be an easier way, but I am not a coder I am an accountant. You can always choose not to display the dynamic field on forms, but the second field can be pulled in reports. Been running this way for about a year now and it has never failed.

Same here. I feel like there's a better way to do just about everything I do in NS. Just don't always have the tool in my belt 😆 Thanks again