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NSC | Linking a custom field on a Job to Customer, and Project record

edited Oct 20, 2022 11:15PM in SuiteCloud / Customization

Customer wants to show a Custom Field (with a formula) on the Invoice Record, showing a value from the Subcustomer record and from the Project record. The invoice was created from the Project.

This can be done by creating a Saved Search, a custom body field, and a workflow.

1. Edit the Contact Field first since this will be used for the Saved Search and it can only be used if the Store Value is checked

1. Navigate to Customization > Lists, Records, & Fields > Entity Field

2. Click Contact field

3. Set the following:

Label : Contact

○ Type : Free-Form Text

○ Store Value : is checked

○ Applies to : Job

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