There is a requirement to create a Custom Field that will only display the Sales Orders owned by the Customer in the Sales Order record. To do this, we need to apply a filter in the created Custom Field in the Sales Order record. To do this, kindly follow the steps below:
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Name of the Custom Field
- Type: Select List/Record
- List/Record: Select Transaction
- Click Sourcing & Filtering
- Filter Using: Select Type
- Value Is: Select Sales Order
- Filter Using: Select Customer
- Compare to Field: Select Customer
- Click Save
By doing the steps above, the Custom Field will now be filtered depending on the selected customer in the Sales Order record.
Do you have any questions regarding Sourcing and Filtering in Custom Fields? Let us know below.
