@"Herdi Rana-Oracle" Any assistance will be greatly appreciated. R

@"Jack Daryl Espiel-Oracle" These structures are not defined yet. I am seeking a guru's opinion how to do easily replicate an already defined structure. R

@"Jack Daryl Espiel-Oracle" I am not sure that my question has been answered: Is there a way to easily copy the class structure? 100% copied / structure, not data. R

How did you get the saved search to calculate into the custom non stored value? R

Mikah, My goal is that I can set something like this for items. What this will give me is that an item can be Item 1 belongs to * Class2-Sub3 * Category2-sub1-subsub2-subsubsub1 * Type1-sub3-subsub1 * Grade2-sub2-subsub3 Item 2 belongs to * Class3-Sub2 * Category1-sub1 * Type1-sub3-subsub1 * Grade2-sub2-subsub3 Item 3…

Micah, I think we have some miscommunication. I dont want to import more data into the Class; I want to easily create copy the class structure/the screen the parent-child (subclass), the reporting. I might end-up with: Class/ Bracket/Variety/Code/Set/Division/ etc Each one of these segmentation is independent of the next…

Micah, That is exactly the intent. But I have several, so I would like to easily replicate it. R

Mikko, Any updates? R

@"Jack Daryl Espiel-Oracle" Jack, Any ideas on how to do this? Again these fields are unrelated. How do I pass in this example the date of 07/11/2020 & get 281685 as a return value into my test field? R

Jack, Sorry but your explanation does not answer my question. Follow Grant's answer. R

Grant, Thank you for the answer; You understood my question perfectly accurately. I cannot join the records, hence my question. I am hoping that there is a guru that has figured a way to do this. R

Jack, Thank you for the prompt reply, maybe I did not ask the question properly. Here we have 3 examples: DocumentNumber RepDate RepDocNumber 150043405 7/3/20 15095043405 150042989 7/2/20 15089042989 150042473 7/1/20 15053042473 So Document number 150043405 is updated with 7/3/20 & 15095043405, Document number 150042989 is…

Jack, Thank you for the prompt reply, maybe I did not ask the question properly. Here we have 3 examples: DocumentNumber RepDate RepDocNumber 150043405 7/3/20 15095043405 150042989 7/2/20 15089042989 150042473 7/1/20 15053042473 So Document number 150043405 is updated with 7/3/20 & 15095043405, Document number 150042989 is…

Jack, I sincerely appreciate your help. I am missing something or perhaps I am not asking the question properly. If I put date parameters I get the right numbers in my saved search. It is a summary field and returns a count summary of the transactions for that date. This number is correct. I need to be able to grab that…

Jack, This is where I am struggling. The custom record is basically a calendar with several fields that come from multiple systems ( Ecommerce, CRM, OMS, etc). The record is created by a different system via webservices, and I need to update it with the summary values from the saved search. So my saved search returns the…