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anybody know how to set up a custom field on an invoice record of type Opportunity and have it default from the native Opportunity field?

i'm trying sourcing from created from . opportunity but that doesn't seem to work

Did you try List/Record of type Transaction instead?

Worth a shot at least since they are both transactions

yeah i did - then it spits out an error saying the types have to match :confused:

it's ok - i think really that sourcing option is mainly for non-stored value, but i need this to be stored

just a bummer i can't use a formula to set a default - setting it to {opportunity} or {opportunity.id} would be great but it doesn't seem to let me do that for list/record type fields

I assume you don't have any NetSuite developer resources available? This sounds like it would be a very trivial script to spit out

we do - but trying to avoid that unless it's necessary - and especially since i can do it via workflow easily, i don't think i'll bother with a dev resource on this one

Gotcha. I'm a dev moving into the admin space, so my knee jerk is "Well I could script that in about10 minutes" :joy:

i know the feeling - i used to just script anything i needed to, before working in a larger firm where there are more defined roles/lines for who is allowed to script

One nice advantage to scripting is the chance someone messes with it is not nearly as high