Custom field on TO linking it to a WO. How to create saved search based field sourcing on the WO to display the linked TO?

AI generated answer (using internal Slack threads):

To create a custom field on a Transfer Order (TO) that links it to a Work Order (WO), you can follow these steps: 1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New. 2. Enter a label for the field, such as "Linked Work Order". 3. Set the Type to "List/Record" and select "Work Order" from the list. 4. In the Applies To section, select "Sales Order" and any other transaction types where you want this field to appear. 5. In the Display section, you can choose where on the transaction form you want this field to appear. 6. Save the field. Now, to create a saved search based field sourcing on the WO to display the linked TO, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select "Transaction" as the record type. 3. In the Criteria tab, add a new criterion where "Main Line" is "True" (to only include each transaction once) and another where "Type" is "Work Order". 4. In the Results tab, add a new result column where the field is your custom field ("Linked Work Order"). 5. Save the search. Now, whenever you view the results of this saved search, you will see a list of Work Orders and the corresponding Transfer Orders that are linked to them via your custom field. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******