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?



themelon007 Rookie Asked on September 4, 2020 in Other.
Add Comment
4 Answers


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?



Advanced Answered on September 4, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.