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Related Record results based on custom field

edited Jun 2, 2025 2:24PM in Ask A Guru 3 comments

Hi guys, 

Is there a way, If we use a custom transaction line field with the Employee list as source, to have that transaction appear under the Employee Related Records? Based on that custom field? Or does it only related records from the “Name” (entity) field?

 e.g

Journal:

 Employee Related Records:


Regards,

vti

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