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Check out this thread to learn more!
Linking Saved Search to custom entity fields. ERROR: Field value cannot be derived from search with
Hi,
I have created a custom entity field named Partner Sales in Customer Record.
And defined the below search in search of Validation and Defaulting tab of custom entity field. This custom field appears in custom created subtab of customer record.
Search Used (based on customer),
I am trying to get partner sales of A in this custom entity field.
Example,
Customer record of A,
ID -> 1234
Name -> A
Partner record of A,
ID -> 6789
PartnerID -> FieldID entityid -> A-HP
Customer Record of X, (A Partner)
ID -> 5678
Partner -> FieldID partner -> A-HP
Customer Record of Y, (A Partner)
2