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Can anyone confirm whether it is possible to filter Items within the SO by the Class selected? If so, how?

I created a SS w/criteria: case when {transaction.class}={class} then 1 end; is = 1. and applied it as the item filter on the SO form, but the desired result is not achieved

It took me a bit to understand what you are asking - but I think what you are talking about would require a separate form for each class.

Oh, really? so it cant be dynamically filtered based on the class selected on the SO, but rather one form per class value

I don't think you can dynamically filter except through user fields

Interesting - I could leverage a WF to change forms though.. :thinking_face:

ty

I'd suggest caution there - I'd be more inclined to set the class field based on a form selection rather than change the form based on a class selection

I tried auto changing forms with a workflow one time - and the client wound up with duplicated transactions

ALso - the user experience is pretty bad with a workflow changing the form (it's slow)

Oh, interesting; valid concerns, i appreciate the feedback