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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Source Contact Info Into Custom Field
Objective
Combine a Contact's Name, eMail Address Phone # (based on Role) into one custom field on the Customer Record so it can be used with a Mail Merge document. Ideally, I'd like to update this field either through the Default Value on the Custom Entity field or through a Workflow on the Customer Record.
The formula I've put together is as follows. Note custentity_la_additional_roles is a field on the Contact Record where we store additional Role information.
Case When {contact.custentity_la_additional_roles} Like '%Decision Maker%' Then {contact.entityid} || ', ' || {contact.email} || ', ' || {contact.phone} Else Null END
0