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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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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.
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