How to access related records info on a saved search? For instance related CD info from SO type transaction search

AI generated answer (using internal Slack threads):

To access related records info on a saved search, you can use the

applying transaction

and

applied to transaction

fields. These fields allow you to access related transactions depending on the transaction type. For instance, if you want to create a saved search of the purchase orders and show the transactions that are in the related records, you can use the

applying transaction

field. Here's a step-by-step guide: 1. Create a new saved search for the transaction type you're interested in (e.g., Sales Order). 2. In the Criteria section, add a new criteria and select

applying transaction

or

applied to transaction

from the dropdown. 3. In the Results section, add the fields you want to display in the search results. You can include fields from the related transactions by selecting them from the

applying transaction

or

applied to transaction

dropdowns. 4. Save the search. Remember to set the

main line

field to

No

if you want to include line items in the search results. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******