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Create custom field with dropdown

edited Jun 2, 2025 2:39PM in Ask A Guru 6 comments

I'm creating a custom Transaction Line Field.

What I want is a custom field in which I can select a customer from a dropdown just like it does in the main customer field for a sales order. I want the data to be exactly the same, however, I want it to be a line field not a Body Field.

So far, I created a New Transaction Line Field: Type=Free-Form Text, Sourcing & Filtering: Source List = Customer (Line), Source From = Customer.

I assume this is easy, but all I'm getting is the free-form text with no dropdown. How can I configure the Transaction Line Field to function as a Customer dropdown?

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