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Custom Field from Saved Search (on Transaction)

edited Jun 2, 2025 2:23PM in Ask A Guru 1 comment

I have a custom record, with a Currency Field derived from Saved Search:

The Saved Search is a Transaction Search:

When run on it's own, it returns a large value (as expected as there are no filters applied),

And the Custom Field in the Custom Record shows the expected amount (the search filtered by the Call Off Name field)

However, as this is a Custom Field sourced form a Search and the Value is not stored, I cannot source the value of this field into a field on a Sales Order Transaction (which is where I need this value visible - and ideally accessible to Sales Order workflows so that I can query it).

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