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Another sourcing question

edited Jan 8, 2020 3:42AM in SuiteCloud / Customization 4 comments

I thought this was possible.... maybe not.

4 records I'm dealing with:[LIST]
[*]Patient - has child Insurance Policies
[*]Insurance Policy - Has an Insurance Company and a Insurance Plan
[*]Insurance Company - Has child Insurance Plans
[*]Insurance Plan - Belong to Insurance Companies[/LIST]On the Insurance Policy record I have two dropdowns;[LIST]
[*]Insurance Company
[*]Insurance Plan[/LIST]Based on the Insurance Company selected I want to display the Insurance Plans for the selected Insurance Company.

I have setup the sourcing/filtering for the InsurancePolicy::InsurancePlan field like so:[LIST]
[*]SourceList : Insurance (Insurance Company record)
[*]SourceFilterBy: Insurance Company (FK to the InsuranceCompany record)[/LIST]This isn't working, it's showing ALL the InsurancePlan records.  The sourcing/filtering seems to have no effect at all.

Steve Klett | Senior Developer
NetValue Technology

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