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New to NetSuite | Sourcing in Custom Segments

May 25, 2023 8:45AM edited Jun 26, 2023 9:58PM in SuiteBuilder & SuiteBundler 1 comment

The Custom Segments feature allows you to create custom classification fields similar to class, department, and location. This enables you to tailor the framework to suit your specific needs and organizational structure.

In order to automatically source a value from a record for Custom Segments, you need to specify a record in the Source List field.

Using Source List field, the Custom Segment will be dynamically populated with a default value. The default value is derived dynamically from another record to whose type of the segment has been applied.

In this sample scenario, a Custom Segment in the Sales Order's column needs to be defaulted to its value from the Item record. Here is the configuration of the Custom Segment:

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.