Hi all! I have a tricky one for you. I'm attempti...
# general
j
Hi all! I have a tricky one for you. I'm attempting to create a custom record or customer transaction record the has custom fields that grab values from a summary saved search, I'm basically using this to grab sales volume for certain areas of the business company wide not entity specific . The challenging piece is the filter field. When i filter with anything it doesn't return the value because it's filtering on the custom record. I attempted to filter by the subsidiary but that still didn't return any results. Does anyone have any ideas?
In case anyone was interested the trick was to create a field tying the custom record to the SO and filter based on that.
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