Filter Values From a Multi-Select Item Field to a Transaction Line Field

Written by
Marsha Andres
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

  1. Create the Custom List
    1. Navigate to Customization > Lists, Records, & Fields > Lists > New
    2. Name: Enter Custom List
    3. Click Values
    4. Enter values for the list
    5. Click Save
  2. Create the Multiple-Select Field for the Item record
    1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New
    2. Label: Enter Custom Item Field
    3. Store Value: Enter Checkmark
    4. Type: Select Multiple Select
    5. List/Record: Select Custom List
    6. Click Applies To
    7. Inventory Item: Enter Checkmark
    8. Click Save
  3. Create the Custom Transaction Line Field
    1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
    2. Label: Enter Custom Transaction Line Field
    3. Store Value: Enter Checkmark
    4. Type: Select List/Record
    5. List/Record: Select Custom List
    6. Click Applies To tab
    7. Sale Item: Enter Checkmark
    8. Click Sourcing & Filtering
    9. Source From: Select Item
    10. Source List: Select Custom Item Field
    11. Click Save