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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Sourcing a Project's Contacts
I've been able to source a Project's related Customer Contacts by creating a custom Entity field (Applies to PROJECT), field type = list/record (Contact), and using the Sourcing & Filtering criteria:
FILTER USING: Company
COMPARE TYPE: equals
COMPARE TO FIELD: Parent
This returns all the Project's related Customer's {parent} Contacts, which is the desired result. yay!
The new enhancement is for a similar custom field (on the Project record) that return's only the Project's Contacts.
I set up the custom field exactly the same way and altered the sourcing as such:
FILTER USING: Company
COMPARE TYPE: equals
COMPARE TO FIELD: Company
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