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Is there a "best" way to check for a related record of a specific type? I'm making a saved search.

if you are using a transaction search, I like using a filter on the applied to transaction or the applying transaction

Thank you <@U5TF1GQ20>! I've been trying that but I can't get the search to exclude results that don't quite match.

further detail: I have a custom record that triggers a sales order. So my thought was to find sales order and then check for the related custom record.

But so far I haven't been able to restrict it down to just the ones with the related record in a specific state - as in 'open'/'closed' not a geographical state.

do you have a field on the sales order that is a select with a source of the custom record?

or do you have a select field on the custom record whose source are sales orders

I have a custom subtab that accesses a set of custom records

do you have a field on the child custom record which has the `record is parent` field set to true

not exactly. I have a 'created from' field on the custom record. Which I guess is kinda in the ball park.

if you don't have a parent child relationship you will only be able to do the search 1 way

in your example, you would only be able to do a search on the custom record for related sales orders

if you are doing a search on the custom record, then the join for your created from field should have the filters you want