Articles on: OneHash CRM | Customize OneHash

Search Record by Specific Field

Search Record by Specific Field

While creating any DocType, you may want to link a particular field to another DocType. For example, in Sales Order DocType, 'Customer' field allows you to select an existing customer. Such fields are called Link Fields.

Using Link Fields you can create

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.

Updated on: 31/03/2023

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