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Workflow update text field via saved search

edited Jun 24, 2025 8:58PM in Ask A Guru 2 comments

Hi there everybody!

I need some help for what could be a simple issue but I'm having real trouble with.

I have a custom field on the Sales Order which I want to populate with the Serial Number from the Inventory Detail of a specific line of the Sales Order.

I have created a Sales Order saved search which returns the value I want to use. The saved search has to be summarized and the value I want is a "Group" value.

I have attempted to use in my workflow for the Parameters value as formula {4941.result.Column3} where 4941 is my saved search internal ID.

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