Saturday, March 23, 2019

Link a Saved Transaction Search to its Related Item Record via Hyperlink

Step 1: Create a Saved Transaction Search. (Example Sales Order)

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction link

3. Set the following under Criteria Tab > Standard Subtab:

Type = Sales Order

Main Line = F

Tax Line = F

Shipping Line = F

Add other necessary filters

4. Set the following under Result tab > Columns Subtab:


Add and remove necessary fields

5. Enter a Search Title

6. Click Save and Run

Step 2: Link the search using Custom Item Field

1. Navigate to Customization > Lists, Records & Fields> Item Fields > New

2. Set the following:

Label = (name for this field, example is CLICK)

Store Value checkbox = F

Type = Free-Form Text

Applies Tab > check the checkboxes of the Item Type where you want to show the link

Display Tab > Subtab = select the subtab where you want to expose the search (example, System Information)

Validation & Defaulting Tab > Default Value = ***copy the formula below and replace XXX with the search ID*** > Formula checkbox = T

'<a href="'||{internalid}||'&submitter=Submit">View/Export Transactions</a>'

3. Click Save.


XXX = search ID

View/Export Transactions = sample name of the link

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