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How to filter a Custom Contact field to show all of the Contacts of a customer in a Sales Order?

edited May 8, 2024 12:58AM in Ask A Guru 3 comments


We have created for our SO transaction a custom Ship To Contact field.

To get this done I have created the following customer Transaction Body Field:

Field Name: Ship To Contact

Field Type: List/Record

List/Record: Contact

Sourcing & Filtering

Source list: Customer

Source Filter: Parent

(please see screenshot below)

Over all, this filed is working great, when generating a SO, it shows (almost) all of the contacts which are affiliated to the customer that is participating in the transactions.

HOWEVER, lately I noticed that this setup might not have been the best solution.

Reason: The Contact can have a one to many relationship, meaning that it can be assigned to 1 primary Customer (Company) and below can be assigned to additional Customers (Companies) as well (please see screenshot below).

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