Hagar Ahmed
01/28/2025, 8:47 AMCeligo AI
01/28/2025, 8:47 AMAI generated answer (using internal Slack threads):To show the 'Created From' field in a Case form, you would need to create a custom field on the Case record. This is because the 'Created From' field is a system field and is read-only. It is used by NetSuite to track the transformation of one record type to another, such as converting an Estimate to a Sales Order. Here are the steps to create a custom field: 1. Navigate to Customization > Lists, Records, & Fields > Record Types. 2. Click on New Record Type. 3. In the Name field, enter a name for the custom field. 4. In the ID field, enter a unique identifier for the custom field. 5. In the Record is Parent checkbox, leave it unchecked. 6. In the Fields subtab, click on New Field. 7. In the Label field, enter 'Created From'. 8. In the Type dropdown, select 'List/Record'. 9. In the List/Record dropdown, select the record type that you want to reference (e.g., Sales Order). 10. In the Store Value checkbox, check it. 11. In the Applies To section, select 'Case'. 12. Click on Save. Now, when you create or edit a Case, you will see the 'Created From' field where you can select a Sales Order. Please note that this field will not automatically populate with the Sales Order that the Case was created from. You will need to manually select the Sales Order. ****** 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
01/28/2025, 8:47 AMSlack 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
01/28/2025, 8:47 AM