I have a custom task that can be created in a sale...
# generalp
pen one
04/05/2020, 2:53 AMI have a custom task that can be created in a sales order which has a field that displays that sales order tranid. What I need is that tranid link back to the sales order. Is this possible?
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battk
04/05/2020, 2:56 AMnot easily, tranid is not unique.
battk
04/05/2020, 2:56 AMYou could use internal id instead, which is much easier to turn into a link
battk
04/05/2020, 2:56 AMdepending on your needs, a list/record field is probably better
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pen one
04/05/2020, 3:04 AMI tried the list / record route but could not figure out what list to select. I tried transaction but that gave nothing and I had no way to source the tranid.
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battk
04/05/2020, 3:05 AMtry the transaction list/record again
battk
04/05/2020, 3:05 AMat the very least, it should have a list of all transactions the current user has access to
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pen one
04/05/2020, 3:31 AMI am stuck on what to source from. I chose transaction but none of the fields are list record.
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battk
04/05/2020, 3:37 AMyou create 2 fields
battk
04/05/2020, 3:37 AMone is a list/record that you use to select the sales order
battk
04/05/2020, 3:37 AMthe second is a free form text field that you can use to source the tranid
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pen one
04/05/2020, 4:18 AMI have it almost figured out. I selected hyperlink as the field type and in formula added {transaction}. The problem I have now is that the link is not correct. It is going to the crm/calendar and appending salesorder and the salesorder number. I feel like I'm almost there.
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battk
04/05/2020, 4:26 AMyou can try sharing your formula, but i dont think that goes anywhere without internalid
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