Hello, is there a way to apply expressions to filters on a saved search? We have a sublist that is pulling from a saved search to show transaction impact on project entity records. We want to display all transactions related to bills assigned to the project AND bills assigned to the project. I'd like to apply an expression to collect all transactions related to the project OR a transaction was created from a transaction related tot he project.

You can check the Use Expressions box on the criteria tab of the saved search and use and/or parenthetical expressions

Thank you for your response. Do the criteria dynamically update the sublist based on the record you are viewing? I thought only Available Filters allowed you to determine which parent record to use.

Yes the filter will define what results display in the sublist so if the filter on the saved search is for the project record then the sublist will display results related to the project you are viewing

Is there a way to define an expression on the filter? In the example above, I'd like to filter if project is directly related to the record OR if project is related to the parent of the record.

After reading through your initial ask I'm still confused but I think you are trying to get linked transactions to display? So if a PO is assigned to a project then you would want the related Item Reciept and Vendor Bill to that PO to show up? If that is the case then NO that's not possible. The available filter can only reference the related record not joined records to it. So you would have to have the project assigned to the item recipt and vendor bill for them to display

Thank you so much! Yes that is exactly what I was trying to figure out. It's unfortunate that's not available. Unfortunately, it isn't sourcing automatically at the moment. The transaction is a Currency Revaluation record. I'm not sure if the issue is that the parent-child relationship is custom or if it's unique to Currency Revaluation transactions.

Hmmm I'm not sure about that one. I'm not terribly familiar with the currency revaluation transaction we don't use it much. Are you sure that transaction is the posting transaction? Like when processed is it actually a JE that makes the GL impact? I've just never used them. Otherwise a custom field for your project reference would be necessary. However you'll still run into the same issue because your filter would be on the native project field so it still wouldn't include the currency revaluation Then if you switched your sublist to filter by your new custom project ref field it wouldn't include any of your other transactions just the currency revaluation This is why I made a custom segment into my project record it's much more flexible and easy to use/apply throughout the system. But I know that doesn't work for everyone

I'm relatively new to them myself! It is the posting transaction as of 2021.1 and has direct GL impact. No other JEs are created. I'm not sure why, I'd need to learn more about it, but the project field used in the saved search is a custom transaction body field. So I may be able to populate that via a workflow. We have not enabled custom segments yet but I'll certainly check them out!