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Source a customer record field into another custom record field

edited Jun 2, 2025 2:22PM in Ask A Guru 16 comments

Hi I have 2 custom records:

Record A has Customer (list), Item (list), Customer Code

Record B is a packing list and has Customer (list),Item(list), and a lot of packing related field. I want to pull the value from record A where Customer and Item are equal in Record B. I thought I might be able to achieve this with Sourcing but I do not seem to be able to get the required value. What is the b est way to achieve this?

Thanks

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