Mike Casey
01/15/2025, 7:12 PMCeligo AI
01/15/2025, 7:12 PMAI generated answer (using internal Slack threads):To create a field on a parent custom record that sources from another field that lists the parent record as the parent record, you can use the Sourcing and Filtering feature in NetSuite. Here are the steps: 1. Create a custom field on the parent record. This field will be used to source the value from the child record. Make sure to set the 'Store Value' option to 'No' if you want the field to always reflect the current value from the child record. 2. On the child record, create a field that will hold the value you want to source. This field should be a List/Record type field that points to the parent record. 3. Back on the parent record, set the 'Source From' option on the custom field to point to the field on the child record. This will create a link between the two fields, and the value in the parent record field will be sourced from the child record field. 4. If you want to filter the values that are sourced, you can use the 'Filter Using' option on the parent record field. This will allow you to set criteria that the child record must meet in order for its value to be sourced. Remember, the sourcing will only happen when the child record is created or when the field on the child record that is being sourced is updated. If you need the sourcing to happen on the fly, you may need to use a client script or a workflow to refresh the parent record when changes are made to the child record. Here is a link to the NetSuite Help Center that provides more detailed instructions on how to set up sourcing and filtering: [Sourcing and Filtering](https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N2839623.html) ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
01/15/2025, 7:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
01/15/2025, 7:13 PM