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?
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?
Thanks for your reply. I have created a Saved Search based field previously.
The main thing I was struggling with is exactly how to link the items together.
Both are custom records that have a master record and a sublist, the sublist contains the items list for the business, the customers list contains the customer list for the business.
Basically there is a custom record, associated with the item record which contains the customers own SKU which we must include on certain documentation and labels, there are multiple customer who may require this.
Thanks for your time on this.
Yes you are correct in understanding the basic structure. The first record actually doesn’t have a sublist, it is a child record on customer where the customers SKU codes are entered by the sales team.
I have sourced the customer from the header to the line on record B if that helps.
The header/item lines on record B are set up as Parent/Child so I suppose technically there is a record for the header and the items sublist, if that makes sense?
Essentially when the user scans in the item code on the record, I would like the customer sku to be pulled into the relevant field where the customer and item match.
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.