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!
Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Update your Profile with your Support type to get your Support Type badge.
The live webinars are back! Join us on December 8, 2022 11AM - 12PM PST and learn how to Automate Key Business Process Using Set Field Value Workflow Action. For more details, click on this link.

Set Field Value to carry over organization / individual name from previous form

Hey there!

I've created a button to a custom record form on the partner record. I'm creating a workflow to auto populate the organization/individual name so that it will automatically carry over to the custom record form when the button is pushed.

I've created a workflow with one state to set field value --> before record load. In the parameters I've selected the Field 'Name' which refers to the org/ind name and the from field 'existing alliance' is the shared field . I think that is where I've gone wrong, but the record (join field) drop down, doesn't give me the other (previous form where the button is) form as an option. Existing alliance is a shared field that's on both forms, so i thought that might work.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders