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Sourcing/Filtering Contact List on Transaction

edited Dec 3, 2019 11:46AM in SuiteCloud / Customization 2 comments

Intent: When creating a sales order, provide a salesperson a dropdown list of customer contacts to choose which contact placed the order.

I've added a new field to a custom sales order form. It's a List/Record field that references the Contact List/Record. Without filtering, I get ALL contacts. I'm trying to source/filter the options in the list based on the currently chosen "Customer" field (id: entity) on the SalesOrder. In this way, the person entering a Sales Order has a short, relevant list to choose from.

According to Setting Sourcing Criteria (https://netsuite.custhelp.com/app/an...ail/a_id/10099

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