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NSC | Copy the Value of the Contact Field

edited Oct 21, 2022 8:42PM in SuiteCloud / Customization

In a Case Record, a standard Contact field is available. However, there are instances where it needs to be replicated for approval purposes. The steps below will help us know how to create a Custom CRM Field that will replicate the standard Contact field on a Case Record.

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New

2. Label: Enter Label

Example: Contacts

3. Type: Select List/Record

4. List/Record: Select Contact

5. Store Value: Enter Checkmark 

6. Click Applies To 

○ Case: Enter Checkmark 

7. Click Sourcing & Filtering 

○ Filter Using: Select Company

○ Compare Type: Select Equal

○ Compare to Field: Select Company

8. Click Save

Note that you can also create a CRM Field from the Case Record. On

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