Filtering the Items Dropdown List on Transactions

You can use a saved item search to limit the items that appear in the Items list on transactions. The items in the Items dropdown list will meet the criteria of the saved item search. For more information, see Defining a Saved Search.

To filter the Items dropdown list on transactions:

  1. Create a saved items search that filters the items list.

  2. Customize the transaction form where you want the filtered items list to appear.

  3. On the Custom Transaction Form page, click the Sublist Fields subtab.

  4. In the Item Filter list, select the appropriate saved item search.

  5. Click Save.

When this custom transaction form is used, the item field is filtered to display only the items that meet your search criteria. For more information, see Creating Custom Entry and Transaction Forms.

Related Topics

Configuring Fields or Screens
Associating Related Fields on Custom Forms

General Notices