Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Create new case from RA with custom CRM field
Hi all,
Still fairly new to custom records/fields etc. On my own custom records when I create a field referring to a List/Record and select record is parent, on that parent record the child record shows up as an editable list with a "new <custom record>" button, an "attach" button and "customise" button for the sublist view.
I've now tried adding a custom CRM field to my case records that allows a Return Authorization to be referred to. In this custom CRM field I have selected "record is parent" with the idea that on the RA record you will be able to create a new case from the RA.
0