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Is it possible to set a entity field value from a search via Workflow?
Basically we are looking to view the customer's 2 years revenue amount on a custom entity field on the customer record.
I've created a Customer search showing Invoice Amounts for Transaction dates within 2 years from today. And the results are being group by Customer and I've selected to sum up transaction total amounts. Works great.
But it there a way via workflow, or some other way, that I can get that customer's total amount from the search to be set on the customer record under the custom entity field?