Tim Roberson
04/30/2025, 1:49 PMCeligo AI
04/30/2025, 1:49 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you want to create a Sales Order (SO) from a Field Service Management Case and also show the SO as a related record on the case. Here's how you can do it: 1. Add a custom field to the Case record. This field should be a List/Record field for Sales Orders. 2. When this field is set on the Case (either on create or edit), you might want to edit the 'Created From' on the SO it references to be the Case. However, the 'Created From' field is read-only and is used by NetSuite to indicate that the record was created from another record using standard record transformation. Therefore, you cannot directly edit this field. 3. Instead, you can create a custom field on the SO for the case to be entered. 4. To show the SO as a related record on the case, you can script a workflow action using N/record's attach method. This might be somewhat complex since you have to pass both the sales order internal id and the case internal id to the workflow action script. 5. If you have a custom case form with a custom field called 'Sales order' which is a list/record of transactions, and you want users to enter the sales order# (which is the document number) each time, they can enter 'Sales order#....' instead of being able to just enter the number '123456'. To get around this, users can type in '%123456'. The % acts as a wildcard replacement. ****** 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
04/30/2025, 1:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833609104
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824446082
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815842092
Celigo AI
04/30/2025, 1:50 PM