How to show the results of a saved search in a Custom field on Customer record
I am trying to show the results of a saved search in a customer field on a customer record. Issue is that I need this as a stored value. So what I have done is created one custom field that does not have the stored value and draws the search results through the ‘Validation & Defaulting’ tab. This is working correctly and showing the expected result. Then I have a 2nd custom field that does the have ‘Store Value’ ticked. Then I have tried to setup a workflow that will update the 2nd custom field with the results of the 1st custom field. Any ideas?
I believe you should be able to do this via a workflow. What does your workflow look like so far?
Thanks, yes there was an issue with the scheduling of the workflow – fixed now and working as expected thanks