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Retrieve information on related records with a saved search

edited Jun 2, 2025 2:29PM in Ask A Guru 8 comments

Is it possible to retrieve information on related records with a saved search?


For example, suppose an invoice transaction is associated with a sales order.

Is it possible to display the list of sales order from a saved search and retrieve the value of the invoice associated with that sales order?

If not, are there other methods?

thanks

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