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Why does Custom fields used in Saved Search does not pull value from the applied transaction record

edited Jul 5, 2023 10:03PM in Ask A Guru 3 comments

Hi all,

We're using a saved search that shows daily receipts and the transaction record they've been applied to. I want to add two free-form custom fields from the transaction record to the saved search, but they don't show the stored value from the records. In the saved search results tab, I've tried using both custom fields from the custom body fields and the related table fields but neither produce any data. Also, these two custom fields are checked true for store value, global search, the appropriate record type, and access is set to edit; I'm not sure what exactly is preventing

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