Filter Values From a Multi-Select Item Field to a Transaction Line Field
Published on
November 30th, 2023
Scenario
In some business use case, it is needed to source values from a Multi-Select Field that would be displayed to a Custom Line Field. This can be done by creating a Custom List, Custom Multi-Select Field and then applying the result on a Custom Line Field.
Solution
- Create the Custom List
- Navigate to Customization > Lists, Records, & Fields > Lists > New
- Name: Enter Custom List
- Click Values
- Enter values for the list
- Click Save
- Create the Multiple-Select Field for the Item record
- Navigate to Customization > Lists, Records, & Fields > Item Fields > New
- Label: Enter Custom Item Field
- Store Value: Enter Checkmark
- Type: Select Multiple Select
- List/Record: Select Custom List
- Click Applies To
- Inventory Item: Enter Checkmark
- Click Save
- Create the Custom Transaction Line Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
- Label: Enter Custom Transaction Line Field
- Store Value: Enter Checkmark
- Type: Select List/Record
- List/Record: Select Custom List
- Click Applies To tab
- Sale Item: Enter Checkmark
- Click Sourcing & Filtering
- Source From: Select Item
- Source List: Select Custom Item Field
- Click Save