This topic contains 1 reply, has 0 voices, and was last updated by DanDeHaven 6 years, 11 months ago.

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  • #23253

    DanDeHaven

    I've created a Custom Project Task CRM Field and want to pull a value from a saved search. I've done this before with other record types and typically using the "Internal ID" as the Available Filter in the summary Saved Search returns the data when the field has been added to a form.

    I've tried "Internal ID", "ID", "Name", but none of these seem to be working when added to the Project Task records despite the fact the proper values appear in the saved search when manually passed the filter via UI.

    Appreciate any help!
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  • #23254

    DanDeHaven

    Nevermind, Just realized I didn't have the field set to be in-line, its working fine now. Thanks

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