HELP! I'm trying to get a roll-up search result of revenue recognized for specific items, onto the Customer Record. This is so my FP&A team can pull that result into Adaptive and use it for their reporting. I've built the summary saved search for revenue, using revenue elements and including only the items I want. Having trouble figuring out how to map the revenue specific to each customer into each customer record. I know I can plug the Search in to the "Search" field under Validation and Defaulting for the Customer field "ARR" that I've already created. But I can't find the field I want to reference in the "field" dropdown.

make sure you understand the Current Limitations for Summary Search Custom Fields

@battk Thank you for the input on this, it's much appreciated 🙂

for your team to be able to pull a value into Adaptive it will need to be a stored value…. not the result of a search…. you cannot write a value(result) from a search into a field natively. That being said you could as you mentioned use a script to run the search , get the value and customer name, and write that value into a custom field on the customer record on a scheduled basis. this is defiantly a scripting function however.

@Sean Murphy That's a good point. I'd have to uncheck the "store value" option for the custom field. I guess that means we need a script for this. Maybe a custom record to hold historical data and a field to carry the ARR each year. Thanks!