Tuesday, October 16, 2018

Filter Using Section not Showing on the Custom Field Even When the Type = List/Record

If the Display Type= Inline Text for a custom field, the Filter Using section does not appear under the Sourcing & Filtering tab. Below is the example of this behavior.

Create a custom transaction body field.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Give it a name (e.g. Transaction Field - custom)
3. On Type= List/Record.
4. On List/Record= Transaction.
5. Store Value= T.
6. On the Applies To Tab, set Sale= T.
7. On the Display Tab, set Display Type= Inline Text.
Note: If user looks at the Sourcing & Filtering tab, the Filter Using section is available.

- Try editing this custom field again and notice that the Filter Using section under the Sourcing & Filtering tab is no longer available. To resolve this user needs to change the Display Type= Normal.

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