- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Sourcing from Saved Search
- Type: Select Free-Form Text
- Store Value: Remove Checkmark
- Сlick Applies To
- Sale: Enter Checkmark
- Click Display
- Subtab: Select Main
- Display Type: Select Hidden
- Click Validation & Defaulting
- Search: Select required Summary Saved Search
- Click Save
Create Transaction Body Field with Store Value checked to which the Workflow sources the values from the previously created field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Sourcing using Workflow
- Type: Select Free-Form Text
- Store Value: Enter Checkmark
- Click Applies To
- Sale: Enter Checkmark
- Click Display
- Subtab: Select Main
- Display Type: Select Inline Text
- Click Save
Create Workflow that sources the value from the field with Store Value unchecked to the field with Store Value checked
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Sourcing to Store Value Field on Invoices
- Record Type: Select Transaction
- Sub Types: Select Invoice
- Execute as Admin: Enter Checkmark
- Release Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Initiation
- Event Based: Enter Checkmark
- Event Definition
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Trigger Type: Select After Record Submit
- Click Save
Create State 1 with one Action
- Click State 1
- Bottom right corner: Click New Action
- Click Set Field Value
- Basic Information
- Trigger On: Select After Record Submit
- Parameters
- Field: Select Sourcing using Workflow (created in step 2)
- Value
- Formula: Enter Checkmark
- Enter {ID of “Sourcing from Saved Search” field}
- Click Save
- Click Save