Saturday, July 13, 2019

Add Separate columns for Parent and Child Name in a Sales Order Search

Currently, the Name field shows the combined parent and child name. Userwants to show separate columns for Parent and Child Company. 

1.    Navigate to Lists > Search > Saved Searches >  New > Transaction.

2.    Under Criteria subtab > Standardsubtab, enter the filter Type is Sales Order

3.    Under Results subtab > Columns subtab, enter thefollowing:

- Formula (Text) |Formula: {customer.parent} | Custom Label : Parent Customer

- Formula (Text) |Formula: {customer.companyname} | Custom Label: Child Customer

4.   Rename the Search Title

5. Save & Run

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