is there a trick to joining 2 tables away on a sav...
# generald
depthless
08/22/2018, 3:32 PMis there a trick to joining 2 tables away on a saved search? for example, i'm running a transaction search and i want to look at a custom field of a custom record on an item
c
Chris Corcoran
08/22/2018, 3:34 PM@depthless yes, scroll to the bottom of your criteria fields and you will see all the related records there. Same for results fields (hint, they have 3 dots after them).
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depthless
08/22/2018, 3:35 PMRight, but i need to go a step further than just Item Fields... I need to go Item Fields... then Custom Record... then pull the field
c
Chris Corcoran
08/22/2018, 3:36 PMGot it, I remember reading that NextGen Analytics would support this. I have not tried it but enabling that beta feature may be an option for you.
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ryanhowson
08/22/2018, 3:37 PM@depthless You can't do multiple levels of join
ryanhowson
08/22/2018, 3:38 PMI've had success in some situations where, in your example, is to create an Item Search then join to the transaction and custom record.
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depthless
08/22/2018, 3:39 PMYeah, that's probably the route i need to take
depthless
08/22/2018, 3:39 PMThanks
c
Chris Corcoran
08/22/2018, 3:39 PMLooks like it is possible with NextGen Analytics.
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ryanhowson
08/22/2018, 3:40 PMyeah, I'm hoping 2018.2 NGA is alot more fleshed out. Pretty useless in its current state for us
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depthless
08/22/2018, 4:04 PMoh wow
depthless
08/22/2018, 4:04 PMvery cool
depthless
08/22/2018, 4:04 PManother follow up...
depthless
08/22/2018, 4:05 PMin a formula is it possible to pull the internal id? {transaction.custbody_customer_type}
depthless
08/22/2018, 4:05 PMthat's going to return the name of the customer type record...
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ryanhowson
08/22/2018, 4:05 PM{transaction.id} potentially?
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depthless
08/22/2018, 4:08 PM{transaction.custbody_customer_type.id} seems to work!
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