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?
Thanks for the clarification. Unfortunately, I don’t think any of the standard tools are actually going to help with this and so it is likely to require some level of scripting.
Very happy to discuss that option too if it’s something you are able to progress with.
I did wonder if it may require some scripting. I have a basic understanding of the scripting, am trying to learn more. What kind of setup would I need for this? Any guidance you can give is appreciated.
Do you need this to happen real-time in the UI? Or can we look up the data after the record is saved?
It could be after the record is saved. Essentially the record is being used as a packing list, so the details are filled in, it is saved and then the advanced pdf is printed containing the required data.