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Re: How can I store a saved search result into a separate custom record using workflows?

edited Jun 2, 2025 2:22PM in Ask A Guru 3 comments

Jack,

I am finally able to come back to this.  Thank you for your patience and assistance.

I am still struggling with getting the value from the saved search into the either visible or hidden field.   My saved search is based on transaction, and my custom record is not associated at all with transaction.

I am able to create a saved search that returns 1 summary value.  Basically a count of internal ID's.   How do I show this value in my custom record?   How do I pass the date field on the custom record as a parameter to the saved search?

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