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 forms

Note: This field cannot be used in saved searches and also its values cannot be edited as teh stored value is unchecked


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