Discussions
In a Project (JOB) Saved Search need to add the {customform} field to the Saved Search
I understand that NetSuite does not natively allow the association of a custom form within a saved search.
I have tried to create a custom field set to list applied to Project and default value based on custom form used, however custom form is not available as a default value.
I have tried to add a Formula (Text) field {customform} or {customform.name} or {customform.id}both were unsuccessful
I was looking into creating a workflow, but this would require manual entry and updating all the projects. Since the {customform} is not available all projects would need to be updated with the form value and continued maintenance would be required to keep the search up to date.