ON a transaction, how can I source or default a custom list/record field of type Employee to have the same value as Employee on the first transaction's Customer's Sales Team line found that has a specific Sales Role?

AI generated answer (using internal Slack threads):

To source or default a custom list/record field of type Employee to have the same value as Employee on the first transaction's Customer's Sales Team line found that has a specific Sales Role, you can follow these steps: 1. Create a custom field on the Employee record that references a custom list. This list could have a single value like "Sales Team" or multiple values if you have different sales roles. Use a workflow or SuiteScript to set this field value if the Employee has your specific Sales Role. 2. Create a custom field on your transaction record that also references the same custom list. Use native sourcing or a workflow to default the value to the same one as on your Employee records. 3. Create a saved search that displays all Employees with your specific role. Add a formula text column with the formula

NS_CONCAT({email})

with summary type MAX. 4. Use this saved search to source a field value of a custom free text field on your record in the approval workflow (uncheck store value). You may need to make it as an email field first then use it in your send email action. Then change it to free text after you’ve setup the workflow. 5. Use the field on the Employee record as the filter in your summary search and the new field on your transaction as the “filter by” in the sourcing setup. Remember, you can expand on this functionality if you need multiple approval groups. Make your list values like Group 1, Group 2, Group 3, etc. Then use a workflow on the Employee record to set the correct group. Then use a workflow on the transaction record to set the correct group based on the transaction criteria. Then your field sourcing would match based on that group. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

None of those will work because the Sales Role is not stored on the Employee record, but on the Sales Team Member subrecords in the Sales Team list on the Customer record.