I have a request to create a new record type that ...
# general
n
I have a request to create a new record type that stores request details about specific lines on a transaction (CS or SO) - what is the best way to allow users to specify the order and order items in the record?
r
link as parent record using custom field?
n
sorry I'm a bit new to this level of customization
I have a field on my custom record that links to the Transaction
I'm trying to allow the user to add a list of items with a qty field
and only allow adding items to the list that are on the transaction
I've created two custom record types Order Change Request and Order Change Request Item
I made the Request the parent and Request Item the child
This basic structure works, but I'm not sure how to restrict the selected item field in the Request Item record to only items on the Transaction record selected in the Request record
I have a
Transaction
field on the Order Change Request, but I'm not sure how to source from Transaction's item list or Transaction Lines