Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!

NSC | Custom Contact Field in Customer Record Filtered by the Current Customer

There is a requirement to create a Custom Field in the Custom Record that contains the Contacts from the Customer Sublist. To do this, we need to utilize the Sourcing & Filtering feature of the Custom Field. Kindly follow the steps below:

  1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
  2. Enter Name of the Custom Field
  3. List/Record: Select Contact
  4. Filter: Select Company
  5. Compare Type: Select Equal
  6. Value: Select Current Record
  7. Click Add
  8. Click Save

By doing the steps above, the Custom Field will be filtered to only display the Contacts from the Customer record.

If you have any questions, feel free to reply on this thread.

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

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders