in NetSuite project template, during Project creation how to have the customer filter list only active customers

AI generated answer (using internal Slack threads):

In NetSuite, during Project creation, to have the customer filter list only active customers, you would need to create a custom field with source filtering for active customers only. This custom field would replace the standard customer field in the project creation form. Here's a general outline of the steps you would need to follow: 1. Navigate to the custom field creation page (Customization > Lists, Records, & Fields > Record Fields > New). 2. In the 'Type' dropdown, select 'List/Record' and in the 'List/Record' dropdown that appears, select 'Customer'. 3. In the 'Label' field, enter a name for your custom field (e.g., 'Active Customers'). 4. In the 'Applies To' section, select 'Project'. 5. In the 'Display' subtab, in the 'Subtab' dropdown, select where you want this field to appear on the project creation form. 6. In the 'Validation & Defaulting' subtab, in the 'Source Filter' field, set up a filter to only include active customers. This would typically involve setting the 'Field' to 'Inactive', the 'Operator' to 'is', and the 'Value' to 'F' (which stands for 'False', meaning the customer is not inactive, i.e., the customer is active). 7. Save the custom field. Now, when you create a new project, you should see your new 'Active Customers' field in the specified subtab, and it should only list active customers. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******