RE: Source a customer record field into another custom record field
Hi I have 2 custom records:
Record A has Customer (list), Item (list), Customer Code
Record B is a packing list and has Customer (list),Item(list), and a lot of packing related field. I want to pull the value from record A where Customer and Item are equal in Record B. I thought I might be able to achieve this with Sourcing but I do not seem to be able to get the required value. What is the best way to achieve this?
Unfortunately, Sourcing will only work if you already have a link to the record.
If I understand correctly, then I’m almost certain that you’ll be able to do this with a field based on a Saved Search:
The challenge will be how to match the right record using the filter on the Sacred Search.
Just so that I can judge what instructions you might need, have you created a field based on a Saved Search before?