say we sell items in two product lines, bikes and computers. each item has a "profit center" segment defined. customers are also segmented by profit center. in transaction forms, when we enter a bike customer, is it possible to only display bike items? any open solutions? thanks.

Create two custom form and limit the item with saved saved search Then create WF to change the form when customer is selectionned

this can be done taking advantage of the item sublist filter option for the transaction form. • create two searches for each type of the item then use them as item filter in 2 forms. • Use a workflow to set the custom form field based on the customer segmentation.

thanks for pointers. looks like this is a documented solution https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N551064.html#Filtering-the-Items-Dropdown-List-on-Transactions

Yes yes that’s what we explained to you but you also need to create a workflow that will adapt the form according to the client and its profit center

one easy way to invoke the form changes is to create a custom field for the profit center and source the value from the entity record. That means when you select the entity this field will automatically source the value from entity. Then use the Triggering Client Fields option in set field value workflow action to set the appropriate form

Hey Sam, Mb, 👋 I take it the item sublist filter search(es) don't have the ability to work with available filters.

Never tested that.

I'm presuming *it doesn't work, as it's not in the docs, and unsure how it even would work. I'll come back if I ever figure out if it's possible