When adding a boolean field to a record in NetSuit...
# general
r
When adding a boolean field to a record in NetSuite you can add a Checkbox
b
Thanks But that is not the concern here. I can only add a field to the sublist
Items
How do I add a field to other sublists?
s
If you want to add a checkbox on the Contacts sublist, you would need to create a custom Entity checkbox for Contacts. then, modify your sublist view to make that checkbox visible (or set the checkbox to show in List)
b
Thanks, I tried that.. But that added the field to the contact record as well. I want to use this field to show the relation between the
Opportunity
record and the
Contact
record, like a column in a join table.
s
Unfortunately, that’s not how the contact sublist works. It is a sublist of the Contact records, so you can’t have one without the other
You could do something else, making your own custom join table that only has a checkbox, an opportunity field (set to parent) and a contact field. You could create a custom view that showed the checkbox plus any contact field you care about. You would need some way to automatically populate this record and keep it up to date, though, so there would be a lot of maintenance. Is there a reason you are opposed to having the checkbox on the Contact? You can hide that checkbox on most of the Contact forms, and just show it in the Opportunity sublist view.
p
@scottvonduhn the name of the field (
awarded
) suggests that this is a transaction-specific flag per contact, so just having it on the contact would not work
b
Exactly
p
@Bibek Shrestha you could do this a slightly different way if only 1 contact will ever have the flag set per transaction. Just stick an "awarded to" field on the opportunity header
b
There will be multiple contacts with that flag set to true.
p
I'd probably create a custom record for this then
✔️ 1
b
You mean, create a custom
contact
record and replace the standard
contact
sublist with this?
s
Yes, you would need to do this with a custom record, if a single contact needs to be marked as Awarded to multiple opportunities. However, you could do it one of two ways. In both, you would need an opportunity field and a checkbox. Then you can either have a contact field and link the record to an existing contact, or just have a few fields (name, phone, email, etc.) to retain the information about the contact that you need.
b
Thanks guys for all the help. I will try that.
Is there a way I can copy all the records from standard contacts record to this custom contacts record?
p
Probably easiest to saved search out & csv in
b
will try that.. thanks