Is there a way to make a header level field source...
# beginnersk
Kevin Weitzner
04/20/2021, 2:52 PMIs there a way to make a header level field source from (first) transaction line item field - in that transaction?
k
KevinJ of Kansas
04/20/2021, 2:56 PMI'm sure with script you could do it - though I'm not 100% sure on how I'd accomplish it.
KevinJ of Kansas
04/20/2021, 2:56 PMProblem is some transactions line starts at line 0, and on others line 1. And then there'd be dealing with "what happens if someone inserts a line above pre-existing line 1"
KevinJ of Kansas
04/20/2021, 2:57 PMIt'd probably be harder to do than you'd think, but I don't think it'd be impossible.
KevinJ of Kansas
04/20/2021, 2:57 PMI'm sure there are other variations I'm missing that could cause heartache
k
Kevin Weitzner
04/20/2021, 3:28 PMWell, I think I have a soution for those most of the time.. maybe
Kevin Weitzner
04/20/2021, 3:29 PMWe're pushing orders from our other ERP, so most of the time all the lines will have it
Kevin Weitzner
04/20/2021, 3:29 PMI just want to source to always grab line 0 from that specific transaction as the value of the header level field
k
KevinJ of Kansas
04/20/2021, 3:38 PMWhy not just make it part of your push?
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Kevin Weitzner
04/20/2021, 3:38 PMI am not building the PO, they're all dropship, so there can be multiple POs from the SO --- I have it filled in at the line level (where the PO from OUR system came from)
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michoel
04/21/2021, 12:11 AMCould also most probably be done via a custom field sourced by summary saved search (use Max of field when ordered by Line Sequence to get the first line). If needed as a stored value could use a workflow to copy to a second field
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k
Kevin Weitzner
04/21/2021, 12:12 AM! This is what I was hoping to get an idea about, that makes it more clear about how to approach thank you I think I can do it now..
Kevin Weitzner
04/21/2021, 12:13 AMThanks again