Hi all, we want to access a Saved Search results from a Custom Record's field. I added the field Type as "List/Record" and the List/Record as "Saved Search". But it gives the list of all the Saved Searches. I need to access the results of a saved search from the custom record type field. Is there a way? Any pointers please. Thanks
05/02/2022, 3:36 PM
I’m not sure exactly what you are trying to achieve here. The value in “List/Record” is the type of things that will appear as options in the drop down. What kind of Saved Search is it? That will be the value you put in List/Record. For example, if your saved search is a transaction search, choose “Transaction” from the List/Record. Then, use the filters on the custom field to recreate your search so that the only options that appear in your custom field are the ones you would also get via Saved Search.
05/04/2022, 2:04 PM
Are you trying to get the list of possible options to select in your drop down field to be the results of a saved search? So the saved search would be the list of possible options?
If so I don't think this is possible. However if you setup the field use the filters under sourcing and filtering to replicate your saved search criteria