Hi All, I am working on a Transaction Saved Search for Assembly Builds. I have two criteria that I am trying to retrieve and summarize. I need to go through each Assembly Build and sum the use of a specific part (easy enough), but I need to group the tally by a custom field called Product Area that is found on the Item record. The issue is that I need to group them by the Product Area for the Item being built and not the item being consumed. How do I write a formula that will find the Product Area for the item being assembled and return it as the Product Area for the item being consumed so I can group things accordingly?

can you show a specific example of what you want?

Identify the Assembly being built on each Assembly Build, go to its item record and pull the associated Product Area. Comb through the components used in the assembly build and find the quantity consumed for a given part (in this example call it Part 3). Summarize the quantity consumed of Part 3 for each Product Area. See screenshot below for an example: