how can i add a search formula to a field on a list/drop down of transactions that only pulls values where the transaction subsidiary matches the current record subsidiary value?

AI generated answer (using internal Slack threads):

To add a search formula to a field on a list/drop down of transactions that only pulls values where the transaction subsidiary matches the current record subsidiary value, you can use the 'sourcing/filtering' option in the field setup. Here's a step-by-step guide: 1. Go to the field setup for the custom field you want to filter. 2. In the 'sourcing/filtering' section, select 'filter using field' and choose 'subsidiary'. 3. In the 'compare to field', select the subsidiary field of the current record. This will ensure that the drop-down list only shows values where the transaction subsidiary matches the current record subsidiary value. In case you want to add this filter in a saved search, you can use a formula field. For example, if you are trying to filter transactions based on the subsidiary of an employee, you can use

{subsidiary.currency}

in the formula field of the saved search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******