How can I pull 'related records' transactions as results in a saved search?

AI generated answer (using internal Slack threads):

To pull 'related records' transactions as results in a saved search, you can use the

Applying Transaction

and

Applied To Transaction

fields in your search criteria or results. These fields allow you to join in either direction for all transactions that are considered 'related' records. Here's a step-by-step guide: 1. Navigate to the saved search creation page. 2. In the criteria/results option, scroll down to the

...

fields. 3. You will find selections for

Applying Transaction

and

Applied To Transaction

. Choose the one that suits your needs. 4. If you want to see the type of join they are/how they are linked, then add

Applying Link Type

and

Applied To Link Type

. 5. If you want to pull info from the joined transaction, use the

fields...

join. Be sure to also include

Mainline

is

T

or

F

from the joined record. In SuiteAnalytics, the joins are called

Related Transactions - Next

and

Related Transactions - Previous

. If you want to show only the last related transaction, you might want to use a summary criteria on MAX date. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******