Timothy Wong
10/23/2024, 3:19 AMCeligo AI
10/23/2024, 3:19 AMAI generated answer (using internal Slack threads):To create a custom transaction body field for list/record address book that is filtered by the customer on the transaction, you can follow these steps: 1. Create a custom transaction body field. Go to
Customization > Lists, Records, & Fields > Transaction Body Fields > New
.
2. Set the Type
to List/Record
.
3. Set the List/Record
to Address Book
.
4. In the Sourcing & Filtering
subtab, set the Source List
to Entity
and the Source From
to Address Book
.
This will create a custom transaction body field that displays the address book of the customer selected in the transaction. The address book field will be filtered based on the customer selected in the transaction.
Please note that the address book field will only display addresses that are stored in the customer's address book. If the customer does not have any addresses stored in their address book, the field will be blank.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/23/2024, 3:19 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865706503
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.862330556
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/23/2024, 3:19 AM