tuli
03/07/2025, 4:38 PMCeligo AI
03/07/2025, 4:39 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that it is possible to attach a custom record to two transaction records as child, with item fulfillment and purchase order being two parent records. However, this requires careful configuration of the custom record and the parent-child relationships. To achieve this, you need to ensure that the custom record has a relationship with both the item fulfillment and purchase order records. This can be done by setting the 'Record is Parent' field on the custom record's transaction select field. This will allow the custom record to be joined to the parent records, and it should appear on all transaction searches in the join list at the bottom of dropdowns. However, it's important to note that this relationship seems to only go one way, from the custom record to the purchase order, but not the other way around. If the field has been around for a while and contains data, you might need to export all your records out and then import them back in, or use a mass update, scripts, or workflows to move the data over. Please note that this process does not affect the GL and allows the child records to be shown on a sublist on the parent. Depending on other settings, you can modify child records from the parent. ****** 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
03/07/2025, 4:39 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853731871
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831964731
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83186394
Celigo AI
03/07/2025, 4:39 PM