has anyone figured out how to have a custom drop down on a sales order of the customer addresses.
When creating the custom field on a Sales Order, you will notice that when you select Address or Address Book, the FILTER USING fields do not show. Only 'country' shows when you select Address and nothing shows when you select Address Book
So to Recap:
I need to create a custom address drop-down field on a sales order that contains all of the customer addresses
It might seem like more work than its worth, but if you build it properly you should be able to re-use this code anywhere else you want the ability to add custom address selection drop downs.
In your before load script user event script you will want to add a new custom field of type 'select'.
To populate the values do a search against the customer record and grab the address fields you need (if this is a new record and the customer isnt set in the before load, you can pass this off to the client script by making a selection called 'REFRESH' or something similar that triggers a post sourcing function to make the update to the field select options).
Make sure to get at least the 'addressinternalid' and the 'addresslabel' fields from the customer (you will likely want them all just in case). Add the results to an array so that you can loop through it to build your custom field select options.
From there it would just be a matter of getting the user's selection and tying it to the correct address based on internal id.
I know I did not provide any specific code examples, but that would be your part of the game to play. Hope this helps, and good luck!
Related
NetSuite custom list internal id for values is disabled by default. is there a way i can add my own id for the custom list values.
i am trying to create a custom record to save expense clain details for employee. i have many list to hold datas for diffrent category. it will be better insted of 1,2,3 i can give my own Internal id.
Brett's answer gives you a method by which you can change the text ID of the list, but you cannot change the internal ID of the list's values. This id is set automatically by NetSuite (or probably the underlying database) and is needed to ensure consistency of data within the application. Instead, consider converting the list into a custom record, which will allow you to create another field to use as an external ID, which you can add/update by CSV import (you need to use the Internal ID as key when doing this).
Once converted to a record, you could also add a new field to use as a reference, depending on how you're using it.
To convert to a record, simply check the Convert to Custom Record box on the list page shown in your screenshot and click Save.
Click the “Change Id” button
Enter the new value.
Click Save
Note: Netsuite will prefix the value you enter with ‘customlist’
I'm setting up a brand new database as a lot of the work we do is on multiple spreadsheets and a lot of the data is duplicated. I have a lot of knowledge with Excel, however, I feel that Access would much better suit the needs of the business and data management.
A large role for many in the business is to send emails/follow-up emails based on criteria, however, we use several services to do this and I need a new method of tracking people/businesses who have 'Opted-out' of email updates, we can export the people who opted out from the different applications and put into a spreadsheet.
I had a little play around with relationships to see if this would work, however, kept getting error along the lines of 'invalid for field type' and although I could do this with a simple countif function in Excel I was wondering if it's possible in Access without VBA.
One of the fields we have for our sponsors/delegates table is email address. I want to know if it is possible to create a new form & table or something to do the following:
User loads form, clicks a button and selects spreadsheet with emails in Column A
Data from column A is then imported into a blacklist table
Access removes duplicates and adds the rest to a blacklist table
Access updates sponsor/delegate table field 'opt-out' to yes for any email addresses added to the blacklist table
Edit: Here are 2 screenshots of the separate tables
What I need Access to do is basically tick the box 'opt-out' automatically for all records where the email matches to one in the blacklist
A query to update the opt-out field in your Sponsors table for all records which have a matching email address in the Blacklist table is relatively straightforward, with the matching operation performed by a single inner join, e.g.:
update Sponsors inner join Blacklist on Sponsors.[Email Address] = Blacklist.[Email Address]
set Sponsors.[Opt-Out] = -1
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 defined a couple of lists for capturing registration details of the user. There is a list for holding personal details of the user and there is another list which holds professional details of the user.
The two lists are used over two different pages in which name and ID both are required.
How do I get the name and ID populated automatically into the professional list from personal list so as the user doesn't have to fill the similar information twice?
Is it possible without doing any coding stuff?
This little control may help you
http://cascddlistwithfilter.codeplex.com/
Basically you would link the first Cascading drop down control to your user details list and the field name. The second drop down would then filter the users ID so the user can select that.
I have used this before and it can be a pain in the backside to configure but when it's there it is so very powerful and useful.
It's not fully automated but i'm unsure how you would get any closer with a bespoke event receiver.
Create the custom form there, you have keep some text box with the refresh button, so when ever you fill the user id and press the refresh button. You need to right small logic to bring the user from the the source list.
Or you can use the personal details id as look up column in the prop list so you will get the id and select the id and do refresh. Anyway you have right the logic in your custom form code.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.