Creating a Custom List
I created a saved search with a dozen items. I need to create a custom field that is a dropdown that allows me to pick a single item from those dozen items. I created a transaction body field with Type = List/Record and List/Record = Saved Search.
When I go to Sourcing & Filtering I thought I could just find that Saved Search I created iunder Source List but there aren’t any Saved Searches in there at all.
Any help would be appreciated.
Hi @UCN,
From what I see you are looking to achieve, I dont think you will have to create a Saved Search for it
all you will have to do is following
Create custom field ;
Type: List
List / Record : Item
Under the Sourcing & Filtering tab: Insert the criteria you used in your saved search.
This should achive the desired result.
Thank you very much. your tip really works