Discussions
How Do I Change Forms Associated to Custom Records in Bulk?
I have a custom record, caller. That record contains people that call my company for real estate inquiries. In that custom record there is a field called callertype which can be either: Real Estate Agent, Appraiser, Inspector, or Individual.
Each caller type requires different fields to be either visible or mandatory, so I've created forms for each type. The problem is, we're a couple years into using Netsuite and I'm just now organizing callers by form. Right now if I open up an existing Appraiser's record it displays using the Real Estate Agent form. I know I can change the form when I edit the record, but with tens of thousands of records in the table that's not realistic. How can I go back and associate all Real Estate Agents with the Real Estate Agents form, all Appraisers with