Hi all, Is it possible to default/source a field o...
# general
m
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
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
Setup using defaulting - formula {expensecategory.description}
b
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
Mine works, but only defaults to the first line's expense category description.
b
that sounds weird, are you using the options on a custom transaction line field to do your defaulting
m
yes, I am