When Sourcing the Multi-Select Field from One Record to Another an Error Message is Generated: "The list or record type of the field or source (Vendor) must match the list or record type of the field you are filtering by (Country)."

I. Create a list/record field on sales orders and make "vendor" the list.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label = name of the field (e.g. Field One).
3. Set the Type as List/Record
4. In the List/Record select Vendor
5. Check the Store Value field.
6. In the Applies To tab > select the record this custom field should be applied. (e.g. Sale)
7. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
8. Click Save.

II. Create a multiple select field on vendor records and make "state" the list.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Enter a Label = name of the field (e.g. Field Two).
3. Set the Type as Multi-Select.
4. In the List/Record select State.
5. Check the Store Value field.
6. In the Applies To tab > select the record this custom field should be applied. (e.g. Vendor)
7. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
8. Click Save.

III.  Create a multiple select field on sales orders and try to source the field from the field you created on vendor records.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label = name of the field (e.g. Field Three).
3. Set the Type as Multiple Select.
4. In the List/Record select State.
5. Uncheck the Store Value field.
6. In the Applies To tab > select the record this custom field should be applied. (e.g. Sale)
7. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
8. In the Sourcing & Filtering tab > Source List = Vendor and Source Filter By = Country.
9. Click Save.

Actual Result:
Generates a prompt message The list or record type of the field or source (Vendor) must match the list or record type of the field you are filtering by (Country).

Here are the steps on how to source the value of multi-select field:

Create a multiple select field on sales orders and try to source the field from the field you created on vendor records.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label = name of the field (e.g. Field Three).
3. Set the Type as Text Area
4. Uncheck the Store Value field.
5. In the Applies To tab > select the record this custom field should be applied. (e.g. Sale)
6. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
7. In the Validation & Defaulting tab:

Default Value: {fieldID1.fieldID2}

fieldID1 - internal ID of field created in Step I.

fieldID2 - internal ID of field created in Step II.            

Formula: Yes

8. Click Save.