I have a custom record that is associated with an Item Fulfillment (my custom record has a parent record "Transaction") and I would like to make a field on my custom record which allows the user to select an item off of the transaction (as a dropdown). I have made a field on my record with the List/Record type Item, and my gut tells me that to limit the options in that field, I have to filter off of the Items sublist on the transaction, however even after reading the docs on Sourcing and Filtering, I'm having no luck.
In my current attempt, on the Item field under Sourcing & Filtering, I selected the associated transaction as the Source List, and selected Item as the Source From, but I see no change in the dropdown options when looking at an example of my custom record on the transaction. Does anyone know how I can accomplish this? Thank you!