Is it possible to create a saved search that shows ALL line items for an order based on a single item’s criteria? If an order contains a single Item with “Custom” in the item name, then show all lines for that order. I am able to pull the single lines that fit the criteria at the moment, but I am having trouble pulling the entire order.

Try Main Line False in Criteria

When I try main line false, I get the individual line that fits the criteria (Item that contains ‘custom’ in the item name). I need to return ALL line items.

You could try "item on any line" in criteria

@Gregory Jones That would work, but I would not be able to use the contains ‘custom’ formula. All items (100s) would need to be manually chosen within the search.

@David Torres not sure if it would work, but {anylineitem} is the ID of the "item on any line" criteria field, so maybe it would work in a formula like what you're thinking.

I tried!

That's a bummer. Seems like some customization would be needed to accomplish your goals.

@Gregory Jones Yup. I just created a workflow that populates a custom main line field based on SS criteria. Seems to be working! Thank you!