how to show class field without no hierarchy in tr...
# ask-stanley-ai
q
how to show class field without no hierarchy in transaction?
c
AI generated answer (using internal Slack threads):
To show the class field without hierarchy in a transaction, you need to have line level classifications enabled and displayed on the transaction. This can be done by setting the classifications at the transaction level (Invoice, Credit Memo, Item Fulfillment, Bills, etc.). If you want to populate the class field on historical transactions, you can do a mass update or use a scheduled workflow. Here's a suggested approach: 1. Create a saved search of sales order lines that are missing the class. 2. Include the item.class in the results. 3. Use a scheduled workflow to set the transaction line.class = item.class. Alternatively, you can also use a CSV import to populate the class field. However, this method is limited to 25k lines per import. Please note that if you want to automate the classification at the transaction level, you can use a custom segment, apply it to the customer, and let it flow through to transactions. This can be done without having to script/workflow the setting of a field on transaction from the customer record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.794716477
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.793635726
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.783719122
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