I have created a custom record with the parent rec...
# ask-stanley-ai
m
I have created a custom record with the parent record set to the vendor record. when I create a custom record from a specific vendor, I want to create a custom field and source the vendor contact name to the custom record which sits on the vendor record under the relationships subtab as the "contacts" sublist.
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like you are trying to create a custom record with a custom field that sources the vendor contact name from the "contacts" sublist under the relationships subtab of the vendor record. To achieve this, you can use the 'Source List' and 'Source From' options in the custom field settings. Here's how you can do it: 1. Go to your custom record definition and navigate to the 'Fields' subtab. 2. Click 'New Field' to create a new custom field. 3. In the 'Type' dropdown, select 'List/Record'. 4. In the 'List/Record' dropdown, select 'Contact'. 5. In the 'Source List' dropdown, select 'Vendor'. 6. In the 'Source From' dropdown, select the field that holds the vendor record. 7. In the 'Source Filter By' dropdown, select 'Parent'. This should create a custom field that sources the vendor contact name from the "contacts" sublist under the relationships subtab of the vendor record. Please note that this solution assumes that the vendor record is set as the parent of the custom record. If this is not the case, you may need to adjust the 'Source From' and 'Source Filter By' settings accordingly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857299805
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854980469
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84991461
Please provide your feedback on this answer.
m
I cant find 5. In the 'Source List' dropdown, select 'Vendor'.