Is there a way to make a saved search for sales or...
# ask-stanley-ai
l
Is there a way to make a saved search for sales orders and in the results tab to show a field from the item fulfillment record attached to the so?
c
AI generated answer (using internal Slack threads):
Yes, there is a way to make a saved search for sales orders and show a field from the item fulfillment record attached to the sales order in the results tab. You would need to create a custom field on the Sales Order called "Related IF" (list/record > Transaction. Filter: Type = Item Fulfillment). Then, you would need a script on the Item Fulfilment that, when saved, sets the Created From's "Related IF" to the current Item Fulfilment. This would then be available on your search as "createdfrom.custbody_relatedif" or similar. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859217882
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85476619
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852898955
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