Filter Values from a Multi-Select Item Field to a Line (column) Field

To source values from a Multi-Select Field to a Custom Line Field:

Step 1: Create a Custom List:

1. Navigate to Customization > List, Records, & Fields > Lists > New. The Custom List page is displayed.
2. In the Name field, enter a name for the list.
3. In the Value field, enter a value for the list.
4. Click Add.
5. Repeat steps 3 and 4 to add additional values to the list.
6. Click Save.

Step 2: Create a Multiple-Select Field in the item record:

1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New.
2. Enter a value for the Label field.
3. Put a checkmark for the Store Value checkbox.
4. Set Type to Multiple Select.
5. Select the List created in Step 1 for the List/Record field.
6. Select the type of Item record where users want to show this field under the Applies To tab.
7. Click Save.

Step 3: Create the Transaction Line Field:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Enter a value for the Label field.
3. Put a checkmark for the Store Value checkbox.
4. Set Type to List/Record.
5. Select the List created in Step 1 for the List/Record field.
6. Select the type of transaction where user wants to apply this field under the Applies To tab.
7. Under Sourcing and Filtering Tab:

• Source List = Item
• Source From = the Custom Item Field name created in Step 2

8. Click Save.

Results: When user now creates a Transaction and puts in the Items that has Multiple-Select Values, the Fields chosen on the Item Level will be filtered in the Sales Order.