Explain custom record sourcing and filtering

AI generated answer (using internal Slack threads):

Custom record sourcing and filtering in NetSuite is a powerful feature that allows you to control the data that is displayed in a field based on the value of another field. This is particularly useful when you want to limit the options available in a list or record field based on the selection in another field. For instance, if you have a custom record with a field that displays all contacts in the system, you can use sourcing and filtering to only show contacts related to a specific customer that you have selected. This is achieved by setting up a relationship between the two fields, where the contact field sources its data from the customer field. The filter then restricts the data that is displayed in the contact field based on the customer that is selected. In the context of a custom record called

Subscriber

that links a vendor to a transaction along with a

Subscriber Class

, you can use sourcing and filtering to control the data that is displayed in the

Vendor

field based on the

Subscriber Class

selected. This can be achieved by setting up a relationship between the

Subscriber Class

field and the

Vendor

field, where the

Vendor

field sources its data from the

Subscriber Class

field. The filter then restricts the data that is displayed in the

Vendor

field based on the

Subscriber Class

that is selected. However, it's important to note that the filtering capabilities in NetSuite are not as robust as those in a saved search, and you may not be able to reference a field on a linked record directly. In such cases, you may need to source the value onto the field you need to filter by, although this may not be possible with a multi-select field. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******