Hi All, is anyone familiar with how to get a field value from an entity to a transaction? I have a custom field on the customer record that populates with a sum from a saved search. I want this value to populate on a transaction (e.g. sales order), so I created a custom transaction field thinking I could source the value from the custom customer field mentioned above, but I am not seeing that field as an option in the "sourcing and filtering" tab of the transaction field I'm trying to create.

I do not think that's possible. You might need to create another field that uses the same saved search but adjusted to the sales order data.

@Ed it sounds like your custom field on the entity doesn't have the store value checkbox checked. If you populate a stored value field, I believe you should be able to source the entity on at least some transactions (e.g. sales order/customer). Custom fields that aren't a stored value can't be used basically anywhere else (saved search results, sourcing, formulas).

Hi @James Morris. Yes, I'm not storing the value, since I want it to be a dynamic sum from a saved search. Ultimately, I'm trying to prevent sales orders from with a particular item in current month to be prevented from creation when those sales orders exceed a specific amount (e.g. 50k). I was hoping to use a workflow with this dynamic field to achieve this.

If you use the workflow or script to set that value in a stored value field that should work. Although TBH, I'm not hearing a requirement for the custom dynamic field on the customer record. Sounds like you could probably just get away with a workflow triggering off the saved search as criteria and throwing an error on save, no?