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Custom Transaction Body Field Sourced From Sublist

edited Apr 1, 2020 2:26PM in Ask A Guru 2 comments

I have a Custom Transaction Body Field in a Purchase Order that we want to source to a Custom Sublist Amount located under Related Records for visibility purposes.

TBF = CapEx Spent Source

I added the custom Sublist under Related Records

The Sublist shows clearly under Related Records and is accurate

I tired creating a workflow to Set Field Value of the Custom field however the field Sum of Amount is not on the From Field Current Record

I tried sourcing directly to the Summary Saved Search but am getting a filter error; (as the SS is the Total Amount for All PO's and there isn't a matching filter between the SS and the PO)

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