Create Saved Search to Display Selection in Custom Field of List/Record Type

To create Saved Search to Display Selection in Custom Field of List/Record Type

1. Retrieve Internal ID

1. Navigate to Customization > Lists, Records & Fields > Entity Fields
2. Desired custom field: Take note of the Internal ID
3. Example: custentity7

2. Create Saved Search

1. Navigate to Lists > Search > Saved Searches > New
2. Click Customer
3. Search Title: Enter Title
4. Click Results
5. Click Columns
6. Click Remove All
7. Field:

Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

• Select Name
• Select Formula (Text)
• Formula: Enter the custom field’s Internal ID with ‘.id’ in curly brackets
• Example: {custentity7.id}
• Note: The formula exposes the Internal IDs of the selections made in the custom field. Without the ‘.id’ appended the formula will display field values instead of Internal IDs

8.Click Save