I’m making a custom record type that should have t...
# generalj
jen
09/15/2021, 11:43 PMI’m making a custom record type that should have two fields, one which is a Company (could be a Customer or a Vendor) and the other which is Contact at that Company. Company doesn’t seem to be an option for the record type so I tried picking Entity and then setting a filter where Is Person is false. However, I’m not sure what to use for the Sourcing on the Contact so that it will only allow Contacts who work at that Company.
t
Tristan Day
09/16/2021, 10:55 AMCompany = entity
Tristan Day
09/16/2021, 10:55 AMin the filtering sublist
Tristan Day
09/16/2021, 10:56 AMmight need a different approach if you add contacts to multiple companies though
j
jen
09/16/2021, 3:14 PMChecked w/my manager, apparently it just needs to be Vendor & Contact. I still cannot get it to work though.
n
Netsuite Tragic
09/17/2021, 11:13 AMI just made a sample for this which I think works the way you are expecting, The Contacts field is List/Record with Source List = Vendor & Source Filter By = Company.
j
jen
09/17/2021, 3:38 PMthat doesn’t work. I get an error when I try to save because it thinks Company should be a customer and not a vendor
n
Netsuite Tragic
09/17/2021, 8:06 PMWhat is the exact error pls?
j
jen
09/17/2021, 9:45 PMThe list or record type of the field or source (Vendor) must match the list or record type of the field you are filtering by (Customer).n
Netsuite Tragic
09/19/2021, 11:12 AMthat's weird, I'll post some screenshots of the way I have it setup. Maybe it might be helpful.
Netsuite Tragic
09/19/2021, 11:14 AMThis is what I think you are trying to achieve, a Contact list that is filtered by the selection in the Vendor field.
Netsuite Tragic
09/19/2021, 11:15 AMMy Vendor field looks like this:
Netsuite Tragic
09/19/2021, 11:17 AMmessage has been deleted
Netsuite Tragic
09/19/2021, 11:20 AMWe know this is filtering the contacts as removing the Source List & Source Filter By results from that Contacts field results in the entire unfiltered Contact list being available for selection.
j
jen
09/20/2021, 4:41 PMdang in this is totally how I tried to do it, and I get that error.
jen
09/20/2021, 4:42 PMwell kinda that error, it actually says “Insurer/Vendor” instead of “Vendor” and “Broker” instead of “Customer” cuz we’ve renamed the records.
jen
09/20/2021, 4:54 PMtested in SB with the renaming turned off. I get this when I try to do exactly what you have
jen
09/20/2021, 4:54 PMit thinks “Company” is the Customer rather than the Vendor
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