Marc
02/18/2025, 4:45 PMCeligo AI
02/18/2025, 4:45 PMAI generated answer (using internal Slack threads):To customize the customer drop-down field on a project record similar to the item sublist field on a customized form, you can follow these steps: 1. Create a new custom field of type List/Record (Item) on your custom record. This will serve as your drop-down field. 2. Create a child custom record for the sublist level. This will allow you to have a fully-editable sublist in a Custom Record Subtab. 3. Use a beforeLoad user event to add an ad hoc field to the form. This field will be populated using a search. 4. The search should be set up to filter the data you want with the customer as a filter. This will allow the drop-down to only display the unique inventory items on any sales order for the customer. Here is a pseudo-code example of how you might set up the beforeLoad user event:
javascript
function beforeLoad(type, form) {
if (type == 'edit' || type == 'create') {
var field = form.addField({
id: 'custpage_myfield',
type: 'select',
label: 'My Field'
});
var searchResults = performMySearch(); // replace with your search function
for (var i = 0; i < searchResults.length; i++) {
field.addSelectOption({
value: searchResults[i].getValue('internalid'),
text: searchResults[i].getValue('name')
});
}
}
}
Remember to replace performMySearch()
with your actual search function that retrieves the unique inventory items on any sales order for the customer.
******
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
02/18/2025, 4:45 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849748373
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846588194
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845733345
Celigo AI
02/18/2025, 4:45 PM