Knowledge Base

Search Record by Specific Field

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  • February 7, 2024

Search Record by Specific Field

When crafting a DocType, you might find it necessary to establish a link between a specific field and another DocType. For instance, within the Sales Order DocType, the ‘Customer’ field enables the selection of an existing customer. Such fields are called Link Fields.

Let’s assume that you want to see that Item in a Sales Order along with its Item Group. The steps to do this are given below:

Step 1: Go to Customize Form

> Home > Customization > Form Customization > Customize Form

Step 2: Select the Document for which you want multiple fields to be visible in the Search Field

Here, we will select the Document Item.

Step 3: Search Field

Update Warehouse field name in the Search By field.

Once these settings have been updated, while creating a Sales Order, when you select the Item, you will also be able to the warehouse there.