We have events linked to sales orders.
To make it easy to find all the events linked to the sale order, we were thinking of having an “events” link in the connections tab.
So when we click on the link in the connections, it will go to event list page and search all events with sales order number.
Tried customize sales order but the connections tab looks empty.
Tried editing the doctype but cannot figure out connections.
Need advice on how to get it events in the sales order connections.
Customize Event doctype. Add link field “Sales Order”
Customize Sales Order Doctype. Add Document Connection to Event.
Field name is custom_sales_order (on v15 and above all custom fields adds custom_ preffix)
Adding to @avc, but you can also remove the custom_ prefix from the custom field doctype. Just you have to change the name of the field from button and check it.
Now need to figure out how to set the filter in the events connection so that when it goes to the events list, it will filter by the its sales order number.
Or how to take a look at the current settings of the connections buttons?
If I can see the current ‘Connection’ buttons setting then I am hoping, I can learn how to set so that when it goes to the event listing, it will filter to the sales order number.