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Use Custom Formula Field in Saved Search Results

edited Apr 1, 2021 3:50PM in General 3 comments

I have two custom fields on a custom record:

  1. Total Invoiced (Net)

This field uses a saved search = Client PO_Net*

2. Remaining Net (this field uses a formula that references other fields on the same custom record)

My challenge is that when I pull these fields onto a saved search they do not show any values but the if I open the custom records they do have values in these fields:

Any idea what the workaround is? I read Using a Custom Formula Field in a Search Answer Id: 8448 but wasn't any help.

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