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Error with Custom Select based on Transaction Type
I'm trying to create a drop-down Select field for transactions that is based on the transaction type.
I created a custom record 'Status' with the following fields and types
Name - Free Form Text
Transaction Type - Transaction Type
I then created a Custom Transaction Body Field with the following:
Type - List/Record
List/Record - Status
--Sourcing/Filtering Tab--
Filter Using - Transaction Type
Compare Type - equal
Compare to Field - Type (assuming this field refers to the transaction type internally in NS)
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When I view transactions it gives me an error. If I reference the "Compare To Field" against a custom field "NS Transaction Type" that sources from the standard NS transaction types, it works ok. So my guess is that the Type field is not of the same value set as Transaction Type?