[rushabhsheth]

Hello all,

I’m really perplexed by the “Field” column on the Custom Sublist page. What does it do? When is it used?

I have a Saved Search that has an available filter for “Name”, and it works fine but whenever I place something in “Field” the sublist search returns no values. Any tips on what the “Field” should be used for?

Best,

Shubs
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[Marty Zigman]

This is a good question. I always understood it as the field that you are trying to catch as your pointer from another record. Would be great to get more information.

[cdelacruz]

Sample usage: See SuiteAnswers Article Display ‘Open Customer Deposits’ on Sales Orders (Answer ID: 29437)

[Marty Zigman]

Thank you for the update. Here is the Article and it shows what we suspected. If you are not using the internal ID of the record as the parameter to the saved search, you need pass another field. In this case, the “Customer”.

By default, information about ‘Open Customer Deposits’ is not available on Sales Orders on fields or sublists. Users can create a saved search and make it available as a sub list to the said form.

To create a saved search for Open Customer Deposits, please follow these steps:

1. Login as Administrator.

2. Navigate to Lists > Search > Saved Search > New.

3. Select Transaction.

4. Enter your desired search title (e.g. Open Customer Deposit).

5. Mark the Public checkbox.

6. Under Criteria > Standard sub tab:

Type = is Customer Deposit

Main Line = is true

Status = is any of Customer Depositeposited, Customer Deposit: Not Deposited

7. Under the Results tab, Add or Remove field/s that you want to show.

8. Under Available Filters:

Filter = Name

Show in Footer = Yes

9. Click Save.

To display it on a sublist:

1. Navigate to Customization > Forms > Sublists.

2. Under Transactions, select the Name or Title of the search that you created.

3. Enter your desired Label name (e.g. Open Customer Deposit).

4. Under the Tab column, select the specific tab from the transaction where you want to display it (e.g. Accounting).

5. Put a checkmark for the Sale column.

6. Under Field, select a field that is common between the Sales Order and the Customer Deposit (i.e. Customer).

7. Click Save.

[dmashburn3]

Hi, I’m trying to replicate this last idea, but pulling fulfillments into sales orders as a sublist.

I’ve set up a transaction search on fulfillments, and I’ve set the Available Filter to “Created From”. As I understand it, if the saved search has a filter that grabs the related transaction, then no join field should be necessary.

Then on my sublist, I’ve grabbed this saved search on Transactions, applied it to sales, and it shows up, however it shows no transactions.

If I try changing the Available Filter on the search to “Created from: Internal ID” then I get all fulfillments on every sales order.

I just want to pull the line information from the related fulfillments into each sales order.

I don’t think the “Field” part of the sublist should be necessary since the search references the related transaction. I’ve tried “Created From” in the “Field” selection of the sublist, but that generates no results either. I think this makes sense as the “Created From” on the sales order would reference its creation from a quote.

Attached are some images for reference

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cdelacruz replied on 03/01/2016, 10:03 AM: What Criteria did you add in your search? I created a transaction search with Criteria set to:

– Type: Item Fulfillment

– Main Line: Yes (True)

I’ve also set Created From field under the Available Filters tab. The result is, I’m able to see the Item Fulfillment from the custom sublist when viewing the Sales Order record.

[dmashburn3]

Hi cdelacruz, I created the search with:

Type: Item Fulfillment

Main Line: No (False) – I did this because I wanted to see the lines of the fulfillments ON the sales order. Setting this to true would result in a sublist looking the same as the related records

Formula (Numeric) – MOD({linesequencenumber},3) = 0 – This is to remove the multiple line sequences per item that occur through the fulfillment process

[cdelacruz]

Hello,

It might be caused by your Formula. Have you tried removing the formula from the criteria to see if it will change the result? In my test, there are Item Fulfillments where the linesequencenumber for the main line = 0. However, there’s also a criteria set to exclude the main line (Main Line = F). Hence, Item Fulfillment is being excluded from the result.

[carl.billings]

I would imagine the problem is the lines (non-main line) have no direct reference to the Sales Order in question. I thinks that’s stored on the header.

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