formula to pull in a transaction line field from a Sales Order into a saved search results tab

AI generated answer (using internal Slack threads):

To pull in a transaction line field from a Sales Order into a saved search results tab, you can follow these steps: 1. Start by creating a new Transaction Saved Search. 2. In the Criteria tab, select the "Type" field and choose "Sales Order". This will filter only Sales Order transactions. 3. If you want to show only the top line view of the transaction, select the field "Main Line" and set it to "True". This will avoid multiple lines if the Sales Order has multiple items. 4. In the Results tab, you can select the fields you want to display in your search results. For example, you can select "Name" to show the customer name on the transaction, "Sales Rep" to show the sales representative, "Date" to show the date of the transaction, and "Amount" to show the total amount of the Sales Order. 5. If you want to pull in a specific transaction line field from the Sales Order, you can add it in the Results tab. For example, if you want to pull in the "Created From" field, you can add it as a column in the Results tab. This field references the Sales Order Number that the Invoice originates from. Remember to save your search once you've set up all the criteria and results fields you need. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******