Hey! I was wondering if there was a way to lock Custom Transaction Body Fields down to a specific type. Instead of Sales (on Sales Orders and Invoices) can I go to the Sales Order OR Invoice level of granularity? TIA 🙂

You should be able to achieve this with sourcing and filtering

Thanks @jen, this is perfect.

I’m confused. I thought you wanted a drop down of transactions and to have it only allow Sales Order or Invoice?

I have 2 fields, a check box, and a text box that I want to only expose on the invoice. I'm sorry if I wasn't clear. I appreciate the assist!

Seems like you want to use custom forms on the Sales Order and Invoice and just expose the fields you want and hide the wants you don't on the form itself.

Sweet, did not know you could do that. I appreciate the help! TIL 🙂