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Sourcing Filtering?

edited Jan 8, 2020 3:46AM in SuiteCloud / Customization 2 comments

Our Partners supply different software systems that our Customers use.  On the Customer Form there is a Partner field.  When that is populated with a Partner name, I want a custom Partner System dropdown filtered by the systems that that Partner can supply.

Do I need to use Customer Records for this?  eg PartnerName, SystemName, SystemTYpe and then somehow access this from the Partner System list field where customer.Partner Name = CustomRecord.PartnerName?

any suggestions?

[btw I created a Custom Record but having created it, I can't find it anywhere except in the Customisation.  Gave Permissions to Administrator and Sales Manager but neither roles has it appearing anywhere]

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