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How to move a custom segment to transaction line level

edited Jun 2, 2025 2:22PM in Ask A Guru 2 comments

Hi,

I am trying to move a customer segment in our Netsuite production account to the transaction line level of a Deposit form. When I customise the form and use Move Elements between Sub tabs there is no option to move it to the line level of the transaction.

I have also played around with the Application & Sourcing settings of the custom segment itself but even when I check the box Transactions > Deposit it does not appear.

Any advice welcome!

thanks

Emmy

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