Hi all! If I have a custom record with link to Sal...
# generald
Dmitry Masanov
05/05/2021, 2:54 PMHi all! If I have a custom record with link to Sales Order, is it possible to have Contacts multiselect field that only contains contacts from the SO related records?
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MySuite
05/05/2021, 3:21 PMThis is possible, but I think there might be one too many joins to get the contacts from the sales order.
MySuite
05/05/2021, 3:22 PMI just tested by:
1. create a custom record
2. Add fields for Sales Order, Customer, Contact (multi-select)
3. on Customer field set under Sourcing & Filtering - Source List = Sales Order Field - Source From Customer
4. on Contact field under Sourcing & Filtering - Filter Using Company equal Customer field from custom record
MySuite
05/05/2021, 3:25 PMThis will source the Customer in after selecting the SO. When the Customer field is filled in, the Contact field should only show Contacts related to that customer
d
Dmitry Masanov
05/05/2021, 3:27 PMOh, a Customer field! Didn't think about it. Thank you!
👍 1
Dmitry Masanov
05/06/2021, 6:31 AMHm. It looks like in my setup Sales Order contacts list is not equal to Customer contacts list. And in SO Relationships Contacts tab I can add contacts from other customers. :(