Jericho Kyle Tamayo
05/13/2025, 8:05 AMCeligo AI
05/13/2025, 8:06 AMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you want to join or merge two transactions, specifically a Sales Order and an Assembly Build, and you want the Assembly Build document number to appear in the Sales Order saved search. While it's not directly possible to join these two transactions in a saved search, you can achieve this by using a formula field in your saved search. Here's how you can do it: 1. Create a saved search for Sales Orders. 2. In the Results tab, add a new column with a Formula (Text) field. 3. In the formula field, use the CONCAT function to combine the Sales Order number with the Assembly Build document number. The formula would look something like this:
CONCAT({salesorder.number}, ' ', {assemblybuild.documentnumber})Celigo AI
05/13/2025, 8:06 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829355538
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820403278
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81259346
Celigo AI
05/13/2025, 8:06 AM