Hi All! I’m trying to create a Transaction Saved Search for Bill and Bill Credit. What I want to achieve in the Saved Search is to pull both the main line and the item line. I need to pull the due date (main line) and product (item line). So, I need to have the criteria main line is false to pull the product, but this will in turn make the due date blank in the results. If I set it to either, it will only show either the two and not both, same if I delete the main line criteria. I tried creating a custom field in the main line and sourcing it from the due date field using workflow. But it still won’t populate in the saved search, since the store value needs to be unchecked. But if I will check the store value option and manually enter the due date, it will show in the saved search results. However, I am trying to find a solution that doesn’t require a lot of manual editing of the transactions. I have also tried creating a custom line field but I can’t source it from the due date either by customizing the transaction line field (source list: transaction and source from: due date but won’t populate on the line field) and by using a workflow. Hope this all makes sense. And that someone can guide me on what to do. Thank you in advance!

Dont understand your issue Without criteria main line you have header and line level of your transaction

If I remove the main line criteria, it will only show either the due date or the product, and not both.

On my side without main line , on my line item I have value for due date

This is when there is no main line criteria right?

sorry your issue is on Bill

Can I know what internal ID you are preferring to partiotion by {internalid}?

It’s the field {internalid} not specific id you can use {tranid} too Just copy and paste the formula

Yes, that worked! Thanks a lot!

you're welcome