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Sourcing a custom field from a transaction and populated with transaction ID

edited Oct 14, 2025 11:52AM in Ask A Guru 6 comments

I want to source a custom field to identify a related transaction, and want to filter by transaction type is transfer order and select for a specific location, and return the document ID (TO1234. I have my field as type list/record with the list/record = Transaction. The sourcing/filter is set to filter using type equal transfer order and I can get it to return (Transfer Order #TO1234).

However, when I add the second filter of location (Main) equal specific location, no data is returned.


Is this the correct place to find the location?

Can I return TO1234 instead of TransferOrder#TO1234?

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