Related Records Fields Available for Advanced Searches

Some record types' advanced and saved searches let you define filters and display results columns based on join field values in related records. This capability enhances the power of your searches. For example, you can use this capability to search for customers according to the dates of their order transactions, or to search for deposit transactions based on their related account numbers. The following table lists, for each record type, the related record types with join fields that are available for advanced search filtering. This information also is available in the Filter dropdown list on the Criteria subtab of each advanced search page. In most cases, the same join fields also are available to be displayed as results columns, as listed in field dropdown lists on the Results subtab.

Note:

You may not have access to all of the record type searches or related record types listed in the table. The record types available to you depend upon the role you use to log in and its assigned permissions and search access. See Permissions for Searches.

Advanced Search Record Type	Related Record Types with Join Fields
Account	System Notes User Workflow
Accounting Book	System Notes Workflow
Accounting Period	System Notes User User Notes Workflow
Activity	Case Company Contact File Opportunity Originating Lead System Notes Transaction User User Notes Workflow Workflow History
Amortization Schedules	Applied To Transaction Item Journal Transaction User Vendor
Analytics Audit Trail	Author Report Role Saved Search Search Schedule User
Automatic Location Assignment Configuration	Rule System Notes
Billing Account	Bill To Ship To Subscription
Billing Class	Billing Class Rate Units Type User Workflow
Billing Rate Card	Billing Class Customer Default Billing Rate Card Customer Time–Based Charge Rule
Billing Schedule	Workflow
Bill of Materials	Assembly Item Revision Transaction
Bill of Materials Revision	Bill of Materials Component Transaction
Bins	User Workflow
Budget	User
Business Events Processing	Business Events Detail
Budget Exchange Rates	From Subsidiary Period To Subsidiary User Workflow
Campaign	Campaign Recipient File Messages Originating Lead Promotion System Notes Transaction User User Notes Workflow Workflow History
Case	Activity Company Contact Customer Employee File Issue Item Messages System Notes Time Transaction User User Notes Workflow Workflow History
Charge	Billing Schedule Customer Employee Invoice Item Project Sales Order System Notes Time Transaction User
Charge Rule	Units Type User
Class	System Notes User Workflow
Company	Activity Address Billing Address Campaign Response Count Campaign Response Contact File Messages Messages From Messages To Rates Shipping Address Subscription Message History System Notes Tax Registration Transaction User User Notes Workflow Workflow History
Competitor	Opportunity User Workflow
Consolidated Exchange Rates	From Subsidiary Period To Subsidiary User Workflow
Contact	Address Billing Address Call Campaign Response Count Campaign Response Campaign Source Case Company (Primary) Company Customer (Primary) Customer Event File Item Purchased (Upsell) Messages Messages From Messages To Opportunity Parent Parent Customer Parent Partner Parent Project Parent Vendor Partner (Primary) Partner Project (Primary) Project Rates Shipping Address Subscription Message History System Notes Task Tax Registration Transaction Upsell Item User User Notes Vendor (Primary) Vendor Workflow Workflow History
Cost Category	Account Transaction
Coupon Code	User
Custom GL Lines Plug-in Audit Log	Plug-in Revision
Customer	ACT History Activity Address Billing Address Billing Rate Card Billing Schedule Call Campaign Response Count Campaign Response Case Contact (Primary) Contact Customer Currency Balance Event File First Site Visit Hosted Page Item Purchased (Upsell) Lead Source Login Audit Trail Messages Messages From Messages To Online Case Form Online Lead Form Opportunity Originating Lead Parent Customer Partner Payment Instrument Pricing Project Rates Resource Allocation Sales Rep Shipping Address Shopping Cart Sub Customer Subscription Message History Subsidiary System Notes Task Tax Registration Time Top Level Parent Transaction Upsell Item User User Notes Web Site Category Web Site Information Item Web Site Item Workflow Workflow History
Deleted Record	User
Department	System Notes User Workflow
Document	Shopper System Notes User
Email Template	Workflow
Employee	Address Billing Address Campaign Response Count Campaign Response Charge Department File Imported Employee Expense Jobs Location Login Audit Trail Manage Project Manage Project Template Messages Messages From Messages To Other Government-Issued ID Passport Rates Resource Group Resource Allocation Role Shipping Address Subscription Message History Subsidiary System Notes Tax Registration Time Transaction Unlocked Time Period User User Notes Weekly Time Tracking Workflow Workflow History
Employee Expense Source Type	Workflow
Employee Case	File Interaction Messages Owner System Notes User User Notes Workflow Workflow History
Employee Change Request	Employee Change Request Change Type Employee Change Request Employee Employee Change Request Next Approver Employee Change Request Requester
Employee Payroll Item	Employee Payroll Item
Employee Status	Workflow
Employee Type	Workflow
Entity	Address Billing Address Campaign Response Count Campaign Response File Messages Messages From Messages To Rates Shipping Address Subscription Message History Subsidiary System Notes Tax Registration Transaction User User Notes Workflow Workflow History
Event	Attendee (Contact) Attendee (Customer) Attendee Case File Opportunity Originating Lead System Notes Time Transaction User User Notes Workflow Workflow History
Expense Report Policy	Customer Department Expense Category Location Subsidiary
First Site Visit	Shopper User
Folder	File User
Fulfillment Exception Reasons	System Notes
Generic Resource	Workflow
Gift Certificates	User
Global Account Mapping	Accounting Book Class Department Destination Account Location Source Account Subsidiary System Notes
Global Inventory Relationship	Inventory Location Inventory Subsidiary Ongoing Subsidiary Originating Subsidiary
Group	Group Member User
Imported Employee Expense	Card Currency Currency Employee Expense Category Expense Detail Source Type Workflow
Inbound Shipment	Inbound Shipment Item Item Item Receipt Purchase Order Vendor
Information Item	Shopper User
Installment	Transaction
Interaction	File Messages Owner System Notes User User Notes Workflow Workflow History
Inventory and Bin Numbers	Bin Number Inventory Number Location User
Inventory Balance	Bin Number Inventory Number Inventory Status Item Location
Inventory Cost Template	Item
Inventory Detail	Bin Number Item Inventory Number Line Location Transaction User
Inventory Numbers	Item User
Invoice Group	Transaction Workflow
Issue	Case Employee File Product Team System Notes User User Notes Version Broken Version Fixed Version Target Workflow Workflow History
Item	Accounting Book Rev. Rec. Template Assembly Item Bill of Materials Billing Rate Bin Number Bin On Hand Correlated Item Effective Revision File Hierarchy Node Hierarchy Version Inventory Detail Inventory Location Inventory Number Inventory Number/Bin On Hand Item Collection Member Item Obsolete Revision Parent Preferred Location Preferred Vendor Price Update Logs Pricing Project Template Shopper System Notes Transaction User User Notes Vendor Workflow Workflow History
Item Account Mapping	Accounting Book Class Department Destination Account Location Source Account Subsidiary System Notes
Item Collection	Item Workflow
Item Demand Plan	Item Last Alternate Source Item Location User
Item Process Family	System Notes Workflow
Item Process Group	System Notes Workflow
Item Supply Plan	Item Location Planning Action Message User
Job	Employee System Notes
Job Requisition	Approved By Hiring Manager Recruiter
Location	Address Location Costing Group Return Address System Notes User
Location Costing Group	Location
Login Audit Trail	Customer Employee Partner Role User Vendor
Login Restrictions	User
Manufacturing Cost Template	Item User
Manufacturing Operation Task	Predecessor User Work Order
Manufacturing Planned Time	Manufacturing Work Center Operation Task
Manufacturing Routing	Item Location Manufacturing Cost Template Manufacturing Work Center User
Memorized Transaction	Transaction User
Merchandise Hierarchy Node	Hierarchy Level Hierarchy Parent Node Hierarchy Version
Merchandise Hierarchy Version	Hierarchy Level
Message	Attachments Author Campaign Case Contact Customer Employee Entity Opportunity Originating Lead Partner Recipient Transaction User Vendor
Multi-Book Accounting Transaction	Account Amortization Schedule Rev Rec Schedule Rev Rec Template Transaction
News Item	Restricted to Locations
Nexus	User
Online Case Form	Shopper User
Online Lead Form	Shopper User
Opportunity	Activity Call Competitor (Winner) Competitor Contact (Primary) Contact Customer Decision Maker Estimate Event File Item Lead Source Messages Order Originating Lead Partner Sales Rep System Notes Task User User Notes Workflow Workflow History
Order Allocation Strategy	System Notes
Partner	Address Billing Address Campaign Response Count Campaign Response Contact (Primary) Contact Customer File Login Audit Trail Messages Messages From Messages To Opportunity Rates Shipping Address Subscription Message History System Notes Tax Registration Transaction User User Notes Workflow Workflow History
Paycheck	Employee Payroll Batch Payroll Item
Payment Event	Transaction
Payment Instrument	Customer Transaction
Payment Option	Transaction
Payroll Batch	Account User Workflow
Payroll Item	Workflow
Phone Call	Case Company (Customer) Company Contact Employee File Opportunity Originating Lead Participant System Notes Transaction User User Notes Workflow Workflow History
Pick Strategy	System Notes Workflow
Pick Task	Bin Number Inventory Detail Item Item Location Configuration System Notes Transaction User Workflow
Planned Order	Workflow
Planned Standard Cost	Component Item Item Location Standard Cost Version User
Planning Process Message	Inbound Shipments Item Item Location Configuration Planned Order Location Supply Change Order Transaction
Planning Process Pegging	Planned Order Supply Result Planning Process Demand Result Planning Process Supply Result
Planning Process Result	Item Inbound Shipment Item Demand Plan Location Planned Order Planning Repository Item Location Transaction
Planning Item Category	Workflow
Planning Item Group	Planning Item Group Line Workflow
Planning Repository Allocation	Demand Transaction Item Item Location Configuration Location Supply Inbound Shipment Supply Transaction
Planning Repository Bill of Materials	Assembly Item Assembly Location Assembly Item Location Configuration Component Item Component Item Location Configuration Component Location
Planning Repository Item Location Properties	Item Item Location Configuration Location Planning Item Category
Planning Repository Source	Item Item Location Configuration Location Source Inbound Shipment Source Item Demand Plan Source Transaction
Planning Rule Group	Planning Rule Group Line Workflow
Planning Workbench View	Planning View Filter Workflow
Price Book	Price Plan Subscription Plan
Price Plan	Charge Subscription Subscription Line
Pricing	Customer Item User
Project	Address Baseline Budget Billing Address Billing Milestone Billing Schedule Campaign Response Count Campaign Response Contact (Primary) Customer EAC Budget File Messages Messages From Messages To Project Manager Project Resource Project Task Rates Resource Allocation Shipping Address Subscription Message History System Notes Task Tax Registration Time Transaction User User Notes Work Breakdown Structure Workflow Workflow History
Project Expense Type	User
Project Intercompany Charge Request	Project Project Task Workflow
Project Resource	Employee Generic Resource Time User Vendor Work Calendar
Project Task	Predecessor Project Project Task Assignment Project Task Budget Project Template Resource Allocation Successor System Notes Time Transaction User User Notes Workflow Workflow History
Project Task and CRM Task	Employee Project Project Task Task User
Project Task Manager Criteria	File Messages Owner System Notes User User Notes Workflow Workflow History
Project Task Manager Search	File Messages Owner Project Task Manager Criteria System Notes User User Notes Workflow Workflow History
Project Template	Address Billing Address Campaign Response Count Campaign Response File Generic Resource Item Messages Messages From Messages To Project Manager Project Task Rates Resource Allocation Shipping Address Subscription Message History System Notes Tax Registration Transaction User User Notes Workflow Workflow History
Promotion	User Workflow
Quota	User
Report	User
Resource Allocation	Customer Project Project Task Project Template Requested By Resource - Employee Resource - Generic Resource - Vendor Resource System Notes User Workflow
Resource Group	Group Member
Revenue Recognition Schedules	Applied To Transaction Customer Item Journal Transaction User
Revenue Recognition Templates	Project User
Role	Login Audit Trail User
Sales Campaign	Campaign Recipient File Messages Originating Lead Promotion System Notes Transaction User User Notes Workflow Workflow History
Sales Channel	Transaction Workflow
Saved Search	Bundle Owner Search Schedule User
Scheduled Script Instance	Script Deployment Script
Script	Execution Log System Notes User
Script Deployment	Execution Log Script System Notes User
Server Script Log	Script Deployment Script User
Shipment Package	Item Fulfillment
Shopping Cart	Item Shopper User
(SOAP) Web Services Operations	SOAP Web Services Record Processing
(SOAP) Web Services Record Processing	SOAP Web Services Operations
Solution	Case Related Solution System Notes Topic User User Notes Workflow
Standard Cost Version	Location User
Subscription	Billing Account Charge Customer Default Renewal Term Initial Term Subscription Plan System Notes Transaction (Subscription Change Order) (Subscription) Line
Subscription Change Order	Customer Default Renewal Term Initial Term Renewal Term Subscription Subscription Plan Subscription Notes
Subscription Line	Charge Included Quantity Multiplier Line Item Price Plan Subscription System Notes Transaction
Subsidiary (OneWorld only)	Address Default Advance to Apply Account Fiscal Calendar Return Address Shipping Address System Notes Tax Fiscal Calendar User
Supply Chain Snapshot	Item
Supply Chain Snapshot Details	Entity Item Location Owner Subsidiary Transaction
Supply Change Order	Item Location Source Location Supply Plan Definition Transaction Workflow
Supply Plan Definition	Supply Plan Definition Scope Workflow
System Note	Role User
Task	Assignee Case Company (Customer) Company Contact Employee File Opportunity Originating Lead Project System Notes Time Transaction User User Notes Workflow Workflow History
Tax Code	Tax Type User Workflow
Tax Group	User
Tax Type	User
Termination Reason	System Notes
Time	Activity Billing Class Case Charge Class Customer Department Employee Event Generic Resource Item Journal Location Phone Call Project Project Task Project Task Assignment Resource Allocation Task Time Off Request Detail Time Off Type User Vendor Weekly Timesheet Workflow
Time-Off Change	Employee Time Bill
Time-Off Request	Approver Time-Off Request Details Time-Off Request Employee
Time-Off Type	Payroll Item
Timesheet	Employee Time Workflow
Topic	Solution User
Trace Preference	File Messages Owner System Notes Trace-Grid User User Notes Workflow Workflow History
Transaction	Account Accounting Period Activity Advance to Apply Account Allocated Demand Allocated Supply Amortization Schedule Applied To Transaction Applying Transaction Assembly Batch Transaction Information Bill of Materials Bill of Materials Revision Billing Address Billing Transaction Bin Number Business Event Processing COGS Purchase COGS Sale Call Case Class Contact (Primary) Created From Currency Customer (Main Line) Customer/Project Department Deposit/Refund Transaction Employee Event Expense Category Expense Detail File File (Line) From Location Fulfilling/Receiving Transaction Installment Installment On Sales Order Inventory Detail Item Item Location Configuration Item Number Item Pricing Lead Source Line System Notes Location Manufacturing Operation Task Manufacturing Planned Time Memorized Messages Multi-Book Accounting Transaction Next Approver Opportunity Order Allocation Strategy Order Schedule Outsourcing Vendor Paid Transaction Partner Paying Transaction Payment Event Payment Instrument Payment Option Payroll Batch Payroll Item Posted Time Project Project (Main Line) Project Task Project Task Budget Purchase Order Realized Gain Posting Transaction Requestor Rev Rec Schedule Rev Rec Template Revenue Committing Transaction Revision Route Shipment Record Sales Order of Deposit Sales Rep Shipment Package Shipping Address Shipping Partner Packag Subsidiary System Notes Task Tax Code Tax Detail Tax Item To Location User User Notes Vendor Vendor (Line) Workflow Workflow History
Transaction Numbering Audit Log	Author Deleted By Location Subsidiary Transaction Header Transaction Line User
Two-Factor Tokens	User
Units Type	Billing Class Time Based Charge Rule User Workflow
Usage	Charge Customer Item Subscription Subscription Line Subscription Plan
User Note	Activity Author Call Campaign Case Contact Customer Employee Entity Event Issue Item Opportunity Originating Lead Partner Solution Task Transaction User Vendor Workflow
Vendor	Address Billing Address Campaign Response Count Campaign Response Contact (Primary) Contact Expense Account File Login Audit Trail Manufacturing Location Messages Messages From Messages To Payable Account Rates Shipping Address Subscription Message History Subsidiary System Notes Tax Registration Time Approver Transaction Transaction (Vendor reverse) Unlocked Time Period User User Notes Vendor Currency Balance Workflow Workflow History
Vendor-Subsidiary Relationship	Subsidiary Vendor
Work Breakdown Structure	Created By Item Last Modified Lines Project Project Task Vendor Workflow
Work Calendar	User
Workflow	System Notes User
Workflow Instance	Activity Availability Calendar Call Campaign Case Contact Customer Employee Entity Issue Item Opportunity Partner Payment File Administration Project Task Task Trace Preferences Transaction User Vendor Workflow History
Workplace	Address User Workflow

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