#1 and #2 could be accomplished with a custom fiel...
# suitescript
s
#1 and #2 could be accomplished with a custom field, sourcing from a saved search, I think. Scripting is not necessarily required, unless you need to persist those values.
s
Thank you. I did that one today. But, yes I need the values to persist. So, had to up my game. Thank you so much for your help.