RE: Filtering custom field with Address Book information by Entity
I’m trying to filter the address book list by the Entity used in a SO.
I’m currently filtering by entity adding Entity as Source List and Source Filter by fields, also tried with customer in source list field but I’m getting the following error:
The list or record type of the field or source (Customer) must match the list or record type of the field you are filtering by (Entity).
Does someone happens to know how I can filter correctly by entity the address book list?
I found that it’s not possible to use the entity to filter the information. There’s already a Suite Idea if you would like to vote:
Custom Fields > Ability to source from entity list of addresses
As a workaround for now the only option is to create a custom field where you set the Entity and it will allow to to filter by the custom field.