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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Sourcing/Filtering Contact List on Transaction
Intent: When creating a sales order, provide a salesperson a dropdown list of customer contacts to choose which contact placed the order.
I've added a new field to a custom sales order form. It's a List/Record field that references the Contact List/Record. Without filtering, I get ALL contacts. I'm trying to source/filter the options in the list based on the currently chosen "Customer" field (id: entity) on the SalesOrder. In this way, the person entering a Sales Order has a short, relevant list to choose from.
According to Setting Sourcing Criteria (https://netsuite.custhelp.com/app/an...ail/a_id/10099
Tagged:
1