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Filtering Items by Customer

edited Jan 3, 2020 1:04AM in Search / Reporting

Hi all,

On certain item records we have a related customer, this is a list field that allows any customer to be selected.

When a customer logs in to the customer centre, we want that customer to only be able to enter their associated items onto a sales order.

We have a custom transaction form with a saved search applied as an item filter, however this returns no results.

The formula I am using is:

Formula (Numeric) = 1 CASE WHEN {custitem_customer} = {user.internalid} THEN 1 ELSE 0 END

If I remove this saved search then the customer is able to enter sales order using all the Items present in NS.


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