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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
NSC | Can you filter the Item sublist on your Sales Orders?
Some companies requires their business to have a filter for the Items sublist in their Sales Orders. In this article, we will be guiding you on how to do this by using a Saved Search and Custom Form.
Scenario:
On your Sales Orders, you want to limit the selection in your Items sublist. Since the item selection are way too many as seen below:
Create the Saved Search:
Navigate to Reports > Saved Searches > All Saved Searches > New
On the New Saved Search page, click on Item
On the Saved Item Search page, set the fields below:
- Search Title: <Set your search title here>
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