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Need to link transaction (invoice) search to a custom record to retrieve emp goals
I have created a custom record (Goals-Employees) to store monthly employee goals and I need to be able to run a transaction search against invoices to measure how they are performing over any period of time.
Custom Record Goals-Employees
Fields
Employee (type list/employee)
Month End (type date)
Goal 1, etc are integer fields
Data for this month would show:
Chris Corcoran
01/31/2012
10
15
25
Since the transaction record is not linked to the invoice and therefore is not available as a link for saved searches I created a custom transaction body field on the invoice called “GoalLink” as a type List/Record using the above custom record (Goals-Employees).
0