HOW TO SOURCE A FIELD VALUE USING SAVED SEARCH?
Values of fields can be sourced dynamically from saved searches. Search result should have only one column in the result and it should have summary. For eg: If you want to source customer's latest sales order date in an custom entity field created for customer record, you can create the search and field as given below: 1) Create a customer search- Make the search public Criteria: Transaction Type Fields-> Type any of Sales Order Results: Transaction Type Fields-> Date. Summary type->Maximum and sort the result by the field added in result Under Available filter tab: Add internal id 2) Create a Entity Field: Uncheck the store value checkbox. Apply to customer. Under Validation and defaulting tab, under the saved search selection field, add the search created above Save and Apply to fo