@battk when we use the {recordname.fieldname} formula to source a particular field from a particular location.
w
Watz
04/04/2020, 6:08 PM
I usually create a search on the record that you're working with and then use the formula builder and the field dropdown. Find the field that you're after and then see what it translates to.
Watz
04/04/2020, 6:08 PM
Unless there already is a field-picker where I'm working.
Watz
04/04/2020, 6:08 PM
Where are you trying to insert the formula?
b
battk
04/04/2020, 8:07 PM
the recordname in your formula is the id of a join
battk
04/04/2020, 8:09 PM
do what @Watz suggested to see what joins are available in your formula
battk
04/04/2020, 8:10 PM
if what you are looking for is not there, then you will probably need to create another field to select your sales order
battk
04/04/2020, 8:11 PM
and then have a second field source data from the sales order select field