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Is it possible to set a entity field value from a search via Workflow?

edited Jan 3, 2020 12:27AM in Search / Reporting 2 comments

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?

Many Thanks!


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