Custom Field question- Can a custom field source f...
# general
m
Custom Field question- Can a custom field source from a different record and be manually editable? We have two types of invoices, but one form for both. Suitebilling invoices come from Charges, and Services come from Sales Orders I created a custom field for the quote number that can be populated manually, but when I try and source the value from a sales order I can get it to work only if I turn off store value. The problem is that users cant modify that field since NS tries to populate it. The PO field on an invoice can read from the source transaction and also be over written. Can a custom field be both ways? Can you have it source from a different transaction and also be manually overridden? I am sure I am missing something really obvious. Thanks
r
it sounds to me like what you really want is a script/workflow that pulls the id of the "Created from" transaction and puts it on the form. This would enable you to pull from multiple types.
you could set it to run on "create" only and the destination custom field would be set to store value, so it'd then be "permanent" unless someone manually changed it.
unless you don't want users to be able to change it, or if they do it'll be reverted if you use the create/update mindset.
m
@Ricardo Thanks, I knew I could do a workflow, but thought if there was a simpler fix I would do that first, thanks for the reply