Currently, displaying FOB field on Saved Search is filed under Enhancement 140842 : Lists > Search > Saved Searches > New > Transactions: Add the FOB Field under the Criteria and Results tabs for selection.
As an alternate solution, the user may opt to create a report instead or follow the steps below to create a custom field in place of the standard FOB field on saved searches:
A . Create a Custom Field
- Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New
- Enter a Label
- Follow the settings below:
- Type: Free-Form Text
- Applies To: Sales Order
- Subtab: Shipping
- Store Value: T
- Click Save and Apply to Forms
- Mark the forms for the Estimates
- Click Submit
B. Create a Workflow to get the value from the Standard FOB field
- Navigate to Customization > Workflow > Workflows > New
- Enter a Name for the workflow
- Follow the settings below:
- Record Type = Transaction
- Sub Types = Estimates
- Execute as Admin = T
- Release Status = Released
- Event Based = T
- On Create = T
- On view or Update = T
- Click Save
- Double-click on State 1
- Add New Action
- Choose Set Field Value from the list
- Follow the settings below:
- Trigger On = After Record Submit
- Under Parameters, Field = CustomField (created from A)
- Value = From Field
- Record (Join Field) = Current Record
- Field = FOB
- Click Save
- Click Done Editing