I have two custom records. They share parent-child record relationship. Child record is shown as sublist view. On Child record, there is a field called Delivery Order. It is a list/record field, But not having hyperlink to open that record. This field is list of a custom record of same name.
There is also a field called Sales Order#, it is a list/record field of Transaction. But it is shown as link which is right.
I want to have hyperlink for Delivery Order. I know that if I use a custom view, I can give a formula(text) field to show that field as a hyperlink, But I want to go with Default View only. I think because of Delivery Order is a custom record, they are not giving hyperlink.
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I have a tab that i would like to show ONLY on purchase orders and not other transaction types. That tab essentially has an associated custom record's fields on it.
First I made a custom TRANSACTION subtab called "PO Acknowledgement Tab".
Next I have a custom record that I would like to be related to purchase orders only. I made a custom record (call it PO Acknoledgement) that has a number of fields (one of which is a field that is a 'parent transaction' ("record is parent" setting on the field is checked) field that points to the transaction. and of this parent field on the bottom is select that new tab I created. The rest of the fields have no tab set.
This shows just as I would like but the issue is I see it on ANY transaction since the "parent" record field is a Transaction and I cant figure how to filter to only show this tab on PO screens. How would this need to be done to accomplish that?
First is a screen shot of the field inside the custom PO Ack record
And below is the full PO Acknowledgment Record
WS Was correct it seems. "In your custom field, in the Sourcing & Filtering, can you add a filter Filter Using = Type with Compare Type = equal to Value Is = Purchase Order and see if that restrict it to only the PO form? –
W.S"
I like to sort the list of items in the dropdown in the standard NetSuite sublist item. Let's say items are sorted with the name when clicked on >> to open the dropdown list.
Is this possible to sort this list with any other fields, maybe a custom field on items record. let's say I add a custom field on the item record (every item), which is some numbers.
displaying that list with the order by that field.
I have seen a way around to create a custom sublist of my own requirement and then hide the standard and show the custom on a specific record by customizing the form.
I had a similar issue once, I did the following:
You can create a new body field or sublist field based on your business using userevent script(before load).
Create a search with the required order(you can do any operation to prepare your data) after that you filled the result manually to the new custom field.
Whenever the user selects a value in the custom field you set the original one to be the same as the custom one. For this one, you will need a client script.
Note: you can show your custom field and hide or disable the original field only not the whole list since the client script will be responsible to set the value to it. using this approach will not require you to add or edit any of your records which will be helpful if you have a complex process and a lot of dependencies. This approach worked for my issue I hope to be helpful to you too.
Sales-Orders are a built in record type. I am trying to make a custom record type that has a list of items similar to that of a sales-order. Without having to create much custom HTML/JS code is there a way to add this functionality to a custom record type?
I've looked into Parent-Child relationships between records and that looks promising but requires a fair bit of learning on my end and before I invest that time I'd like to know if that is the best way to do it.
There are a couple of ways you can achieve this depending on whether you want sales order like extra fields associated with an item line.
The simplest way would be to include a multi-select custom field referencing item on your custom record. This will give you an item selection box and you can associate items with the custom record.
If that's sufficient then do that and you're good to go.
However if you want details associated with each item (like quantity) you'd need to create a custom line record as well as your custom transaction record.
The line record would have the original custom record as a parent record (custom field type List/Record referencing the parent record and check the "Is Parent" checkbox on the field definition page.
The line record would also need a custom list/record field that references items.
Standard UI forms will now let you add custom line records to your parent record and let you select items and add whatever extra fields you need at the line level.
All configuration; no code.
When you look at the custom parent records though you won't see your custom lines right away because they are under the 'custom tab' you can edit the custom parent record's forms and move the custom sublist to the top of the form's sublists so when you open a custom parent record the associated child line records will be on the first tab.
I have a requirement where i should display the details(values) of the custom record in the suitelet sublist.
Now i have to create a custom Record with two fields. One field would be bill payment and other field will have list of bills related to bill payment.
When i create a custom record what should be my field vaues's type?
Appreciate any help.
I would suggest to keep one field of type List/Record and Record option to "Transaction", and second field of type Multiple Select with record option to "Transaction".
Since, the fields can hold reference to any transactions I would recommend writing a user event script which would fire on create/edit and validate that the fields value are always correct.
Is there any way to enable sorting on column which represents field of related entity?
For example, Case contains one lookup field - Contact. In view I added FullName and Email of Contact. Header in view of these two columns is not clickable (Sort is not enabled).
No. Sorting is not possible for fields of a referenced entity.
If you really need this, you have to build a custom view (html page) or for example a report