Is it possible to make a custom Transaction Line F...
# generald
Dan Warner
03/22/2022, 8:11 PMIs it possible to make a custom Transaction Line Field searchable in the global search? I don't see this option available even if I make Store Value = True
a
AK47
03/22/2022, 8:20 PMno
AK47
03/22/2022, 8:21 PMnot possible 😞
d
Dan Warner
03/22/2022, 8:43 PM@AK47 Is there a creative workaround that you know of?
a
AK47
03/22/2022, 9:07 PMnone that I'd like. You can make some custom header field that is global searchable that sources the data from the lines, space separated
AK47
03/22/2022, 9:07 PMbut that's dangerous...too many lines or too long of values would break that
AK47
03/22/2022, 9:08 PMi would just use a saved search to search the lines rather than the global search
👍 1
r
RJMNS
03/22/2022, 9:41 PMSecond the saved search. Even better if you can configure it so they can toss it on their dashboard. Not quite as good as Global Search, but close!
👍 1
n
NS Admin
03/23/2022, 3:13 AMNot my favorite "solution" I have done but we needed this for a use case in our company.
I created a custom record that stored the Transaction ID, Line ID, Line Item, Line Value, and Custom Column. Made the Custom Column on the Custom Record global Search and then the Sale Rep could search for the text in global search and click the Transaction ID column to go to the Transaction.
You would need a small script on the Transaction that loops through the lines after submit to create them. For us, it was easy as we dont allow Reps to edit estimates but there would be some complexity there as well.
6 Views