How to filter a list/record field to specific values, but only on one form and not any others.

AI generated answer (using internal Slack threads):

To filter a list/record field to specific values, but only on one form and not any others, you can use a combination of custom fields and workflows. Here's a step-by-step guide: 1. Create a custom field that will be used to display the filtered list. This field should be of the same type as the original field you want to filter. For example, if you want to filter a location list, create a custom location field. 2. In the custom field definition, use the 'Source Filter By' option to filter the list based on specific criteria. This will limit the values that are displayed in the custom field. 3. Add this custom field to the specific form where you want the filtered list to appear. Make sure to hide the original field on this form to avoid confusion. 4. Create a workflow that triggers on the form where you added the custom field. This workflow should have a single action that copies the value from the custom field to the original field. This ensures that the selected value is stored in the correct place in the record. 5. Make sure the workflow is active and set to trigger whenever a record is created or edited on the specific form. This approach allows you to display a filtered list on a specific form, without affecting other forms that use the same field. The workflow ensures that the selected value is stored in the correct place in the record, even though the user is actually interacting with a custom field. Please note that this solution requires some knowledge of NetSuite's customization tools, including custom fields and workflows. If you're not familiar with these tools, you may want to seek assistance from someone who is. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Step #2 is where it's not working. This is the approach I've been using.