How to create a custom field on a Sales Order form that allows me to select from a list of Support Cases?


I am trying to create a custom field to add to my Sales order form that would allow me to select from a list of Support Cases. If possible I would like to filter the list of Support Cases to show only cases from the same Customer. The issue I am trying to solve is my Customer Returns team would like to have a link back to an original support case on the Sales Order form if after working a support case they decide they need to create a replacement Sales order as part of the solution to resolve the case.

I have been able to create a custom field that allows me to select other transactions (Sales Order #SO1001, Invoice #INV1010, etc.) but Support Cases are not included in the Transactions list? Any help would be greatly appreciated!

Rookie Asked on February 1, 2020 in How To's.
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Keep in mind that you may not need to use a customization to accomplish this. The Related Records of a sales order and a support case allows attaching the two records together.

That said, a support case is not a transaction. its its own type named Case.  Choose Case as the List/Record instead of Transaction.

Use the `Source Filter By` field to accomplish your filtering:

Set the `Source List` under the Sourcing And Filtering subtab to Customer and the `Source Filter By` to Company.

Advanced Answered on February 1, 2020.
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Works perfect. Thank you for your help!

Rookie Answered on February 2, 2020.
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