Well this new feature: SuiteBuilder: Custom Field Default based on Summary Saved Search won't do what I want because it won't save the results from a SS to a custom field. It will calculate a value for a record in run time and display it on a form. If anyone knows a work around for this please let me know.

I found my problem. I didn't have the Store Value box checked on the Lifetime Total Stored field. Everything works great now. Thanks.

So I have a saved search that sums the life to date sales of every customer. I also have a custom field on the customer record that I want to hold their life to date sales. I'd like to update this field weekly. I am doing this now with an import but is it possible to do this with a workflow?

Crystal clear. Works like a charm. Thanks a lot.

Thanks. That new feature will be used by me a lot. Do you know when that comes out?

But how do I get the sales rep from the quote to the create record field?

Thanks Evan that was helpful. Now do you know a way of assigning the task to a sales rep based on the sales rep on the quote?

I know how to trigger the the workflow but how do you pass the quote number to the task in the title?

I have a WF where I've hit the cancel button on all records and I've set the WF to not running and I'm still getting error messages. I'm getting the message 7 hours ago: NetSuite Alerts ID : 431965 Invalid reference key [0]. but I canceled the WF and turned it off 15 hours ago.

Cory thanks for the tips. Can you tell me how you cancel a workflow by hand. I have workflows that seem to be stuck.

I'm very confused. My workflow is supposed to set event records from a saved search of expired quotes. It seems that my workflow runs at a random time but only once. I get the following error message via email that I can't decipher. ID : 431965 Invalid reference key [0]. When I run the saved search of expired quotes and…