Tutorial by Examples

Let's explore an example Transaction search where we define a filter for a single transaction's internal ID: We've specified a filter to only show us results for the Transaction with the internal ID of 875; here is that Transaction: We can see it is a Sales Order with a single line item. Beca...

When we only want one result per transaction, that means we only want the Body, or Main Line, of each transaction. To accomplish this, there is a filter named "Main Line". By setting the Main Line filter to Yes in our search criteria, we are essentially saying "Only show me body-leve...

Recall that every transaction contains multiple sublists of data. Now that we can show only sublist data using Main Line, we can further refine our search results to specific sublist data. Most of the sublists included in Transaction results have a corresponding search filter to toggle whether they...