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I need to build a workflow that replaces an item with another item at SO creation based on a saved search but I can't figure out how to build it properly. I'm doing a transaction workflow with type as SO, I created a transaction search that shows what items I want it to look for on the SO, but I don't know how where to go from there. Any advice?

<@UDFGSP5SP> if I'm understanding what you're asking to do, I don't think this is possible with a saved search.  You can only use saved searches as a condition for actions (i.e. set this field = some static value, but only for each record in the search results). The only parameters for setting a field value are static value, formula, or from another field.

My first go-to would be to see if I could do this via formula.  If that didn't work,  a custom field that sourced in this value based off the saved search and then setting that value via workflow.  If all else fails: scripting.

Thanks James, looking at those things, it does appear I will have to script it. I appreciate the reply.