Have a headscratcher here and could use some guidance: I have 2 custom records where each custom record has a list/record field of type transaction (sales order) and where the Record Is Parent is checked on each one. On each custom record there is a date field. What I would like to do is create a saved search that shows every date for each record that is linked to that sales order. For example: Customrecord 1 has date 11/1/2022 - Linked to SO1234 Customrecord 2 has date 11/2/2022 - Linked to SO1234 I need my saved search to show 2 lines: Document Number Date SO1234 11/1/2022 SO1234 11/2/2022 Is this possible via a saved search.

Yes if you mark the “record is parent” box for the sales order field on each custom record then they will become child records Then you can make a transaction saved search and join to each custom record