Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Custom CRM field to be updated based on Custom Entity field

edited Dec 3, 2019 11:52AM in SuiteCloud / Customization 6 comments

I've been asked to investigate some more customization for our NetSuite environment. As I'm still swamped trying to get MY customization down before our NetSuite Go Live date, I need to open this up and ask you guys for help

The scenario we want to achieve is this:

As a Customer level (i.e. Company) we have a custom entity checkbox field "Has Support Contract?" (field ID: "custentity_has_support_contract"). This field is manually updated by our support admin team.

We want to show the status of this checkbox on support cases

So, I created a new custom CRM checkbox field, also called "Has Support Contract?" (field ID: "custevent_ticket_has_support_contract")and applied to to Cases. My thought was to change the 'Sourcing and Filtering' settings to be:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders