RE: How do I show multiple line items on a single line of a saved search for transactions?

This would be useful for nearly any transaction, but I’m specifically looking at SALES ORDER.

What I’d like to do is show the Sales Order Number (Document Number) followed by all the items that are on that order in another field, either separated by commas or line breaks.

Example:

SO123  |  ItemXYZ, Item YZZ

SO124  |  ItemZYY, Item XZZ, ItemABC, ItemZZZ

I am not sure if this can even be done. Any help would be greatly appreciated!

Birdfreak Rookie Asked on January 12, 2022 in Saved Searches.
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3 Answers

You can use NS_CONCAT with a summary search.  E.g:

Field                                                                             Summary Type

  • Document Number                                                       Group
  • Formula (Text)                                                                Maximum
    • Formula: NS_CONCAT({item})
Beginner Answered on January 27, 2022.
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