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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Copy custom field on customer deposit to Deposit Application via Workflow
Hi Gurus,
We have a custom field on the Customer Deposit record. When creating a Customer Refund from the deposit, we would like to copy the value of that custom field to the related Deposit Application using a Workflow.
In the workflow, we are using the Set Field Value action with the trigger set to After Record Submit, but we’re unable to copy the custom field value to the Deposit Application. While I am able to use Sourcing and Filtering for this field, it is not available in Saved Search, which we would like to use for reporting purposes.
0