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How to correctly source a field value
I have a custom entity field:
It is displayed on our customer forms:
I am trying to bring this value onto sales orders:
What is happening is when creating a sales order, after adding the customer it loads the value as shown on the customer as a list but I dont want users to have to select it I want it to just display the value as it shows on the customer record:
After trying to make the Transaction Body field the same as the Entity field I am asked to add a source filter:
It wont let me create the body field as a free form text field either
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