I created a transaction body field of list type that sources its value from the address book. However, I'd like to narrow down the list to the addresses associated with the customer selected in the SO. I can't make the Sourcing and Filtering tab work on the custom field.

Luis, I think I came across something like that once. There’s 2 fields you can filter from: an entity or a customer. Only one of them works if I remember.

I can only see Entity but it forces me to select no customer or a specific customer but I want to customer in the transaction itself. I want it to be dynamic. I think I might just be missing something here.

yea… I double checked out of curiosity and it’s still there. ‘addressbook’ is the record type, and then the ‘source list’ is where you pick an entity (a customer won’t work)