Saved Search
Case – A field made in a record that is sourced from another search not shown in another Saved search of the same record:
A body level field (Free-from text) made in a transaction which is sourced from another search based on line fields join fields which fetches the items record’s field which gets value from a custom list. Create another search for the same record type, this body level field in the transaction record will not be shown in the results, even though it has values in the transaction.
Workflow
Case – A field made in a record that is sourced from another search cannot be used for comparison in a workflow:
A workflow is made in a related record, say Item Fulfillment made from the sales order, so the field is in the Sales order body level and the workflow is deployed in the Item Fulfillment. If we use this free form text field from the “Created From” record to compare with a text value in the workflow they will not match even though the same value is inside the SO.
The reason for both is the dynamic sourcing (no “Store Value”).
Work around
We can add another flag field in the transaction which will be set on by comparing the value in the free form text field, by a direct script/workflow deployed to the record. Then use this flag field in other customizations.