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can i have a custom field on an invoice record tha...
# general
a
can i have a custom field on an invoice record that concatenates an invoice level custom field and a customer level custom field?
n
@automation_nation10 Yes you can create a Transaction Field and add a formula-based default value. Enter formula like: {custbody_your_invoice_custom_field} || ' - ' || {entity.custentity_your_customer_custom_field}
This is the easiest way to do it, you can also do it with workflow or suitescript.
a
thanks! will this work on existing records as well?
n
if the other fields contain values, it should work. Try it out !:)
a
cool, i’m trying now. it doesn’t seem to be working for a field with a URL. is that a limitation you are aware of?
n
You mean field with type “Hyperlink” ?
a
right
I just want the text of the hyperlink
n
A Hyperlink field itself cannot contain a formula.
but
why dont you just make it a text field ?
a
i just want a second field to source the hyperlink field
that could also just be an easy option
n
Jason how does your url look like
do you want to split a certain part and have that part in another field?
https://example.com/invoice=123 and then in a second field: invoice=123 ?
a
no i just want the whole link because another system doesn’t support custom hyperlink fields, only text fields. The strange thing is i changed the original field to a text field and the second custom field formula still won’t work
in the end i will want to concatenate the link and a customer level custom field, but I can’t even get the link into the custom field even after converting it to free text
n
if your try without concat
so if you have another field try to put the hyperlink in the formula {your_url_id}
a
yea it’s blank
n
ok in that case
use suitescript
a
The original field applies to sales, customer payments and deposits, while the new field is only sales. not sure if that should matter
n
ah
ye it could still be seen as hyperlink
suitescript would be easier to use
a
ok sounds good thank you
n
Yeah let me know if it worked!
a
i ended up just using a workflow to set the field, but i still probably need to write suitescript to backfill all the existing records
n
Or you can backfill via CSV import or using a integration tool like celigo👀
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