RE: Determine name of Sales Order Creator

I am modifying an advanced PDF/HTML template and would like to display the name of the user who created a sales order.  I want to display the first and last name.



CableFish Beginner Asked on July 29, 2020 in Administration.
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I couldn’t access it directly from the template but there is a solution:

  1. Create a new Transaction Saved Search.
  2. Add only one column for Created By with a Summary Type of Maximum.
  3. Add an Available Filter of Internal ID.
  4. Mark the Saved Search as Public.
  5. Save.
  6. Create a new Transaction Custom Body Field.
  7. Uncheck Stored.
  8. Select the above Saved Search as the default value under Validation & Defaulting.
  9. Save.
  10. Check that the Created By appears in the UI.
  11. Use this new field in the template.



Intermediate Answered on July 29, 2020.

This works great!  I now get the creator’s name.  I would like to be able to drill down to the Employee: Firstname and Lastname in the SS.  Is there a way I can have these 2 fields show?  I guess I could create a SS for both first and last name but wondering if there is a better solution.

on July 30, 2020.
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