hey y'all, dealing with saved searches in the UI for the first time and having considerably more trouble than just slapping them together in a script, was hoping for some advice. I am creating a Transaction search that returns Sales Orders, and in the event that a result has an associated PO, i need to source a couple fields from that PO. Struggling with defining the join properly here, right now I have a results column with text formula {purchaseorder.entity}, however this is just returning the entity from the sales order

HI Trevor - you should be able to join to the Purchase Order by finding 'Purchase Order Fields' in the results list. You will then get the second pop up that shows you all the fields on the PO that you can show in the results. I just tested this in my account and it worked. You may want to make sure you don't have the 'Main Line' field set in your criteria just in case that is filtering out PO's which happen on the line level.

Thanks for the reply marcus! I was playing around with the Purchase Order Fields result options, but I've noticed a real disconnect between the ID of a field, the label of a field, and the way a field is referenced in these available results lists. I've spent a bunch of trial and error time trying to find the specific fields I need and switched to referencing the field ID's as formulas in the results columns. If the better way to handle this is by selecting from the Purchase Order Fields though, then I'll resume my hunt. Thanks again!

Very welcome Trevor