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How to Capture a dynamic field in a saved search?

edited Apr 19, 2023 9:28PM in Ask A Guru 8 comments

Hey there community!

I've created a dynamic field labeled "Difference" I've also created a static field "Difference (Value Only)" to capture the number in the Difference dynamic field through a workflow and saved search for reporting. I've done this in the past and was able to get it to work. However, with this one I'm getting this error:

"Workflow: Cash Refund Difference (Value Only) Errors on Records:

Internal ID : 1882375 - You cannot make changes to this period. You need the Allow Non-G/L Changes permission and must set the Allow Non-G/L Changes preference in the period record."


All of the other dynamic fields I've captured for reporting in static fields were on the customer form. This one however is a transaction. Sounds like I need to make a preference change and wondering if there's any other repercussions to allowing non-g/l changes?

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