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How to attach Custom Record to Customer record?

edited Jun 1, 2023 6:25PM in SuiteCloud / Customization 6 comments

Is there an easy way to attach custom records to customer records?


Which options would work: workflow, suitescript, or mass update (scheduled)?


The customer Name/ID field is exposed on the custom record so when each new custom record is created, I'd need to search for all Name/ID field values that match the Email field, and then update the Name/ID field if the corresponding value. If there are multiple matches, I guess I'd choose the most recently modified record.

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