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Custom field to link invoice and credit memo

edited May 28, 2020 5:20PM in Ask A Guru 5 comments

Hi

Per Suiteanswer 8403, 'Including Custom Fields in Global Search', I am trying to create a field that can be indexed and searched for under global search.

The field in question would sit on the credit memo record.

It would be called 'related invoice' and reference the invoice number it has been applied to

I can create the field and get it to extract the invoice number reference (the transaction number any way)

Fictitious data

How do I get the field 'related record' to appear in the global search?

the global search box is greyed out unless I also tick 'store value'

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