Is there a way to create a custom transaction body...
# generalr
RJ
08/22/2019, 7:57 PMIs there a way to create a custom transaction body field that displays an entity field? Just need to have a customer record field displayed on the invoice. Maybe a formula to expose the field on the transaction record?
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battk
08/22/2019, 8:44 PMThis just sounds like you want to add a select custom field which uses entity as the source
r
RJ
08/22/2019, 9:06 PMJust tried it. It doesn't have any data - just blank result. We have sub customers that have a custom field showing parent customer's address. I'm just trying to pull that custom address field on the invoice.
Trans body field / type: text area / source list: entity / source from: custom address field
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battk
08/22/2019, 9:13 PMProbably need to give more details about what you are trying to do
battk
08/22/2019, 9:15 PMIs the parent customer address an address book select
battk
08/22/2019, 9:16 PMIs that address set on the customer selected on the invoice
r
RJ
08/22/2019, 9:30 PMinvoice has sub customer address which needs to be replaced by parent customer address. Custom entity field on sub customer record is working properly and pulling parent addresses. Custom transaction body field on invoice is showing up blank
RJ
08/22/2019, 9:30 PMdoes that help?
RJ
08/22/2019, 9:31 PMsorry I still don't know much about custom fields - just started creating them recently
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battk
08/22/2019, 9:35 PMWhat type of field is the parent address on the customer
r
RJ
08/22/2019, 9:39 PMtext area
RJ
08/22/2019, 9:40 PMsource list: parent / source from: address
RJ
08/22/2019, 9:47 PMi think I figured out what the problem is. parent customer is listed under "customer" field on sub-customer record. it needs to be directed to sub-customer record. not sure how to do that
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battk
08/22/2019, 9:49 PMare you storing values on your fields
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RJ
08/22/2019, 9:50 PMyes
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battk
08/22/2019, 9:53 PMif there is an address value set on the customer record set on the invoice
battk
08/22/2019, 9:53 PMthen the transaction field should be able to source the value
battk
08/22/2019, 9:54 PMsince your fields store value, the value will only source when the customer (
entityr
RJ
08/22/2019, 10:02 PMsubs have their own addresses as well - some subs require parent address which is why we created the custom address field
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battk
08/22/2019, 10:07 PMagain, as long as the customer on the invoice has a stored value set on its custom address field
battk
08/22/2019, 10:08 PMyou should be able to source it onto your transaction custom body field
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