how come a role can see a transaction field on purchase order, but not in a search
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Danielle Mohlin
01/19/2024, 5:00 PM
Can you give an example? I have found that I typically have the incorrect field name selected when populating a sarch.
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Livio
01/19/2024, 5:20 PM
i created the search and as an admin i can see it. but when another role runs the search they dont see that column in results
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Danielle Mohlin
01/19/2024, 5:28 PM
That may not be available as it is dictated by their role. I was able to edit our roles to include certain items and custom fields to show. th best place I found to edit all if this was under the role --> Forms --> Custom Record. I would start there.
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Livio
01/19/2024, 5:29 PM
even though this is a custom transaction field?
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Danielle Mohlin
01/19/2024, 5:33 PM
Yes. You can scroll down the very extensive list and any custom field is noted. For Example: Vendor Approver (Custom field)
Danielle Mohlin
01/19/2024, 5:37 PM
@Livio You are welcome to DM me and I can see if I can help walk you through and maybe some screen shots to help me understand more of what you are looking for. 🙂