Thank you - that will help. My understanding.. The value of a Saved Search custom field is calculated every time the record is displayed and not stored in the database. So me trying to update jvtotalstored with jvtotal thru workflow is incorrect. Unless the workflow uses the same saved search and update -jvtotalstored. Am…

Understood. any link to how to do this? Store value version and a workflow? When users see the journals, it is quite misleading. Wonder what others do.