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.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Creating a Case from a Transaction
Hi,
Does anyone know how you could create a link on a transaction record which would then pop-up a new case with the relevant info from the transaction (e.g. customer, transaction reference, etc) completed in the case?
I have tried to do this by way of an inline HTML field but I can't figure out how to pass the values to the new case. Easy enough to have it pop-up a blank case.
We link all of our cases to transactions so this would save a bit of time when we create cases.
Appreciate any thoughts/suggestions.
Cheers,
Johann
0