Reputation: 122
I'm trying to find a resource or explanation for how to determine how a field will display in the criteria or results dropdown of a saved search. For instance, in the results I would like to see the PO# field (fieldId:otherrefnum). But when looking through the drop down, I see neither of these as options. This has been a serious source of frustration for me with many other fields, I'd like to find a definitive way to avoid wasting time on this in the future.
Thank you!
Upvotes: 0
Views: 710
Reputation: 15437
There are a number of contributing factors to this.
The records browser helps quite a bit. You can search here and see that otherrefnum
is named 'PO/Check Number' in the search editor. (An example of field name normalizing referred to above)
If you look at transaction you'll see it is just search filters and columns. If you compare to Sales Order you'll see something perhaps more familiar in terms of fields.
Even armed with the records browser experience is still needed. e.g.
A sales order has an items
sublist and one of its fields is itemtype
. In order to get that value in a search you need to select Item fields and then choose Type. A Sales Order's items.description
column becomes the line level memo
field in search results.
Hope this helps
Upvotes: 1