[bradsimpson]

I created a custom field to be applied to Sales Orders, Type : List/Record and List/Record : Opportunity. I want to source that list with only Opportunities that are related to the Customer selected on the Sales Order and I cannot get the sourcing/filtering set up right. Everytime I think I've got it, I receive an error along the lines of "The list or record type of the field or source (Opportunity) must match the list or record type of the field you are filtering by (Customer)."

Any help would be much appreciated.
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[girieshg]

Wouldn't the default Opportunity field (available on sales transactions) suit you?

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bradsimpson replied on 04/03/2017, 11:37 AM: The default Opportunity field links to the Opportunity that Sales Order was created from, which would not work in this case. The opportunity I want this custom field to attach to would be some other Opportunity from the same customer.

[david.smith]

have you tried filtering the field instead of sourcing it?

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bradsimpson replied on 04/04/2017, 07:24 AM: No I haven’t. How do you mean?

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