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Sourcing Transaction Data in Cases

edited Sep 16, 2020 5:06AM in Ask A Guru 7 comments

I can create a Saved Search on Cases and display data fields from the related Transaction using the Transaction sublists in the Search Fields.

However, I can't seem to use the same sublist fields to either Source data from the Transaction onto the Case record, or to use it within a Workflow to set fields on the Case (with data from the Transaction).

Is this a limitation of NetSuite, or is there a way around it. (I'm hoping for a non-scripting answer, but if scripting is the only way to go then I'd appreciate some example code to get me started).


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