Thank you, Pauline. I will certainly vote for the enhancement - I could see it being very helpful. The formula works like a charm. Thank you!

Hi, Mark. While I don't believe this would remove the actual CC itself, I believe you could clear the number by following the Import directives in the article I've linked below. Of course, you would set the the Credit Card Number field rather than Memo to "Null." -Tim-

Greetings from the shores of Lake Erie. My name is Tim. I am a NetSuite Implementer and Trainer in the Professional Services Division of World Synergy based in Beachwood, OH. I have been primarily focused on NetSuite Starter, Warehouse & Distribution and Manufacturing solutions. Whatever education and training I've been…

Just wanted to post quickly before the forum migration began. I am still working to determine how the records are linked together (per Erick's note regarding the CASE formula in Step 1), but I am hopeful. Again, thank you all for your helpful insights! Ultimately, if I can default ANY value in the Vendor Truck field…

Thank you for this insight, @"coffeeguy". I often overlook the incredible power of leveraging a Saved Search within a Workflow.

Thank you, Erick! I apologize for my delayed response, I'm going to look into my notification settings after this! :-) A workflow sounds VERY promising. Here are the screenshots you've requested: 1. A Sample IF record with the Text Field "Truck ID" and Record Type List field "Vendor Truck" (I manually set it to the same…

Thank you, Pauline! @"Mikko De La Fuente-Oracle" or @"Erick Dela Rosa-Oracle" , I would certainly welcome any insights or direction you might be able to offer. As a script, I would be looking build an After Record Submit function that 1. Compares Truck ID with the records in the Vendor Trucks dropdown and 2. Sets Vendor…