RE: Is it possible to create a saved search from two records

I have the saved search based on items but some data from sales order is to be shown in the saved search so is it possible.

ashwinji Rookie Asked on April 21, 2021 in Items.
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2 Answers

You can add Item information from the transaction line columns by starting with a Transaction search. filter by type = Sales Order, then add the Item field to the reults columns.

You can add item information from the item record that is not contained in the transaction line columns by adding Item Fields… to a results column. Then select all of the fields you want to add.

Rookie Answered on April 21, 2021.
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