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Modify/Map Customer Form Sublist
Hello, Below is a snapshot from a Customer record > Sales subtab > Transaction sublist. The Document Number for Customer Refunds are blank. We are trying to map the blank field above to the Customer Refund > custom Wire# field below. So whenever a Wire# is entered into the field below, it will appear in the Document Number…
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Item Sublist in Suitelet Custom UI Requires a Units Drop-Down showing available Units for each item
I am creating a Custom User Interface via a Suitelet. Part of the interface will be a Sublist that will hold select items and data about the select items. One of the data points I need to hold is the Unit of Measure. The selectable items in the drop-down should mirror those in native item record or transaction record…
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Sorting transaction sublists (specifically line items
Hi community. No doubt this has been asked before, but I'm curious is there a way to possibly be able to sort sublists, specifically line items, on POs, SO's, or any other transaction record by clicking the Header name? We are specifically looking to do so by Line# (a custom transaction line field), Item Name or Location.…
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Item Description on Work Order Completion - Components Sublist
Hi! On the Work Order form I was able to customize the Component sublist to include my item display name. When I open the Work Order Completion form, I would like the item description to appear next to the component item number. I have spent a while looking for answers on how to add this field to no avail. Any advice?…
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Workflow | Vendor Subtab
Greetings Community, we're wondering if Workflows have the capacity to lookup values in Sublists? Basically, we want to fetch the values from Item Record > Vendor Tab > Vendor Code and put it in Vendor Name (Header Field - Item Record), provided the Vendor is listed as Preferred. Please let us know if there's any suitable…
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Address Sublist in Customer form
How do I display phone number tied to a customer address (standard NS field) in the address sublist (see below) on the customer form?
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"Adding new line to sublist locations is not allowed" for csv import
I am trying to use a csv import to update reorder point and preferred stock levels. I have read a few different resources and am confident I have the correct fields showing in my import, but I get the error Adding new line to sublist locations is not allowed. The location I am trying to update exists so not sure why it…
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Sublist Saved Search Filters
I am creating a sublist to display backlog data and need to apply three filters in the saved search. The goal is to include projects where the customer is either a bidder, engineer, or end user. However, the sublist is only considering the first filter and not picking up records that meet any of the other conditions. How…
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Custom Dynamic Dropdown in Sublist level
Hi Greetings, I want to ask, I have a case to create a dynamic dropdown at the sublist level in Suitlet Custom Form , now the dropdown must be filtered based on one of the sublist fields in the sublist. and for the dropdown field type is the SELECT type. I use the search module to get the filtered list value for the…
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Allow Role to 'Save As' the Transactions Sublist Saved Search on Customer
I have a custom Role that has both the 'Perform Search' and 'Publish Search' permissions. However, when they are on a Customer record looking at a sublist on the Transactions tab, when they click 'Customize', the only option available is 'Preview'. They want to be able to Save As and create an altered version of the…