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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?

Beginner Asked on September 4, 2022 in How To's.
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1 Answer(s)

I believe you should be able to do this via a workflow. What does your workflow look like so far?

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Intermediate Answered on September 5, 2022.

Margie

Thanks, yes there was an issue with the scheduling of the workflow – fixed now and working as expected thanks

 

on September 5, 2022.
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