i have created a saved search but i need to display values from another field which has its values displayed dynamically based on a saved search, how can i achieve this
a
AI1
05/06/2022, 12:49 AM
This is not possible since the store value box is most likely not checked on your custom field
We do this a lot and we copy the field sourced by saved search into another stored field for use in other saved searches
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Deepthi
05/06/2022, 9:37 AM
So i create another custom field to source those values and store values? then it would show the value at all
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AI1
05/06/2022, 1:55 PM
I've always had to create a workflow that is scheduled (usually every 30 min) It would copy the value of the NOT stored field into the stored field so you can use it in saved searches. It's a little annoying that it only refreshes every 30 min, but over time I've found that doesn't really make a huge difference in things
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Deepthi
05/06/2022, 1:55 PM
goshhh thats hectic
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AI1
05/06/2022, 1:56 PM
Or if you dynamic values only need to be "calculated" when the record is created or edited you can just have a WF run on Events then it will source the correct value everytime a record is saved. (But would only update if someone edit/saves it)
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Deepthi
05/06/2022, 1:57 PM
i am gonna see how i can achieve this, thanks for your inputs though