I want to exclude any IRs from a saved search that are created from anything other than a PO. I'm having a little trouble working this out, as it makes you select individual PO transactions when selecting the 'Created From' under criteria. Any ideas?
Jacob Jackson
02/21/2020, 9:49 PM
I thought maybe using a formula text field using this... {createdfrom} === ( recordType="returnauthorization")
Jacob Jackson
02/21/2020, 9:49 PM
but it doesn't seem to work
Jacob Jackson
02/21/2020, 9:50 PM
er, sorry - that's supposed to say "purchaseorder"
c
Chloƫ
02/21/2020, 9:52 PM
Try "created from fields...." type is any of purchase order if you want just IRs that were created from a PO
j
Jacob Jackson
02/21/2020, 9:53 PM
ugh - you're awesome. idk why I didn't think of that. Thank you!!