Hello @User_G9NIK, Kindly follow the steps below to create a Custom Field. Edit the Transaction Line Field Make sure that the Store Value checkbox is unmarked Click Sourcing and Filtering Source List: Select Customer(Line) Source From: Select Status Click Save The setup would look like this: Please take note that…

Hello @Jeff Pineda, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Ramgopal C, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Toanne Termeer - van de Ven, Based on my investigation, this can be possible using Scripts. The Custom Field should be created via Script then we can apply the filters through there. Just to set proper expectations, we can only advise whether a scripting solution will be feasible to address your concern. We are not…

Hi @User_HDS5P, Welcome to the community! We are glad to have you here with us! ? To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @Dirk Nieuwkamp, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Dirk Nieuwkamp, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @nayeem_43955, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hi @Amit Lagale, Welcome to the Community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to do…

Hi @Matan Shachaf, You will not need to select the Quantity Billed in the dropdown since you will use the Default Value Box and manually enter the formula on the box. No need to click the Button beside the box. Kindly copy the formula below and paste it in the Formula Box to use the Quantity Billed field.…

Hello @Toanne Termeer - van de Ven, I have consulted this internally. As per our investigation, applying filters using the fields from the Joining Fields of the current records is not possible since we can only apply filters using the Fields in the record itself. As per my testing as well, I have found out that there is no…

Hello @Matan Shachaf, Apologies for the delayed update. To add the field on the record, kindly follow the steps below: 1. Navigate to Customization > List, Records, & Fields > Transaction Line Fields > New 2. Fill in the important fields in the Custom Field configuration 3. Under Applies To, check the Purchase checkbox 4.…

Hi @Matan Shachaf, I will check on this again and provide you with the detailed steps on how to add this field on the record. Thank you!

Hello @User_KJTY5 , Glad to have you with us today. Thank you for creating this thread. To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on…

Hello @User_ZRFTI, Glad to have you with us today. Thank you for creating this thread. To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how…

Good day! Hope you are well. I would just like to follow up on this concern. May I ask a screenshot on how do you encounter the error?

Hello @Toanne Termeer - van de Ven, I would just like to give you an update that I am still testing this on my end. I will update you again once I have my findings. Thank you!

Hello @Rumaysa Mirza, Thank you so much for providing the code. I have checked the body part of the code but did not find any that will affect the page break of the printed template. With this, may I request the whole code being used on the record? I would like to check the CSS part as well of the template. Looking forward…

Hi @User_A1Q76, Apologies for that one. Thank you for the clarification. On this one, we can select either forms for Sales Order(External) to be preferred. Then, we can customize the selected form and this will be the selected form for the Customer Center role as long as the Customer Center checkbox is marked under the…

Good day! Hope you are well. I would just like to follow up on this concern. May I ask a screenshot to visualize issue? Looking forward to your update.

Hello @Yanie Carpen, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @HertsChris, As per checking in my Test Account that runs on 2022.1, I can also see the same view on my end. I have also checked my User preferences and features to investigate if this can be turned off on our end but failed to see any features or settings relevant to our issue. With this, I highly suggest for you to…

Hello @Toanne Termeer - van de Ven, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members,…

Hello @HertsChris , Let me check on this one very quickly and I will get back to you again with my findings. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @Hendrik Kotze , Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @User_SZ0C3, I think an additional information would be helpful. May I ask a screenshot on how do you encounter the error?

Thank you as well, @Toanne Termeer - van de Ven. Let me know if you need more assistance ?

Hello @Asher_123, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Neo_Suite, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Toanne Termeer - van de Ven, As per my investigation, customizing the System Generated Email for Task records is still an Enhancement filed under Enhancement# 90792 Tasks > Ability to Customize the E-mail Notification sent to the Employee Assigned to the Task. I have checked this further and found an alternate…