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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Creating a Transaction Line Field to show customers last price paid.
Hello,
I am working to create a transaction line field that will be populated, after an item is entered in a transaction, with the price that specific customer last paid. This is to reduce errors in pricing and ensure consistency in my business. I have created a saved search that pulls all the customers most recent purchases for all items.
Next, I created the transaction line field and included it in quotes, sales orders, and invoices.
I am currently struggling with the workflow which will pull these all together. I have created a sublist action group and another action off of that to set the field value of my line field (Last Price Paid) but it wont populate. I am lost on how to solve this and this is my last resort for help.
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