Hi all,
Is it possible to default/source a field on line level from a the current line's object?
Example: Category Description column field on Expense Report defaulting to the Description of the Expense Category selected on the line. Mine defaults to the Category Description on the first line - on any line.
b
battk
05/15/2019, 10:39 AM
in general sourcing works on line items, but I don't think you can select the expense category as a value for the source list, so im not sure how your sourcing example is setup
m
Martin Horacek
05/15/2019, 10:51 AM
Setup using defaulting - formula {expensecategory.description}
b
battk
05/15/2019, 11:05 AM
im not sure if a formula works with joins. My account just gives field not found errors when i setup a field with that formula
m
Martin Horacek
05/15/2019, 11:11 AM
Mine works, but only defaults to the first line's expense category description.
b
battk
05/15/2019, 11:17 AM
that sounds weird, are you using the options on a custom transaction line field to do your defaulting