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How to Filter Item Drop-Down in Sales Orders

edited Jan 20, 2023 7:56AM in Ask A Guru 7 comments

Hi guys,


I am trying to create a filter field for the SO transaction, whether it's in View/Edit/Create mode, based on the Item Type.


Our SO in the organization are mostly made up from a significant amount of line Items, sometimes users would like to view or edit some of them and I know from previous organization there is a possibility on adding an Item filter to narrow done the line items to ease the view for the users when viewing or editing.


Below is a screenshot with an idea of the goal I am aiming for, any ideas on how I can get this done? Thank you.

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