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.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Include Item List on Custom Record
We use the CRM functionality of NS and use opportunities to record opportunities for our products via a filtered list of Items on the Opportunity record (filtered via the Opportunity Form).
I also need to access that same filtered list of Items on a separate Custom Form i.e. I want to include a drop-down list on the Custom Record Form that allows the user to select from a sub-set of data set up as Items in NS.
Does anyone know of a way to achieve this?
At the moment I cannot see a way to get to the full (unfiltered) item list, without even considering the filtering requirements......
0