Multi-Select Custom Field Sourcing
I have a custom multi-select entity field. The base list is a custom list (not a custom record).
This is applied to the customer forms.
At the same time, I have a custom multi-select transaction field applied to sales transaction forms.
What I would like to do is to use the sourcing and filtering tab of the custom fields to automatically populate the same fields in (1) child customers sourced from the parent customer (2) sales orders sourced from the customer record selected in the transaction.
In the custom transaction field, I set the following:
Source List: Customer (tried Entity as well)
Source From: my custom multi-select entity field
When I save it, I get this error message:
"For a multi-select, you must specify a source filter by field to use sourcing."
But there's nothing to select in the Source Filter By field. Maybe because it's just a list and not a record.
Any ideas how to achieve the above?