Ben Thelke
04/22/2026, 3:08 PMCeligo AI
04/22/2026, 3:08 PMAI generated answer (using internal Slack threads):To get a custom record, such as a reject reason used in an approval workflow, to show as a subtab on the original transaction record (like a journal entry), you would need to follow these steps: 1. Create a custom field on your custom record (the reject reason) that holds a reference to the original transaction record (the journal entry). This field should have the 'Record is Parent' option checked. This will establish a relationship between the custom record and the original transaction record. 2. Once the relationship is established, you can then customize the form of the original transaction record to include a subtab that displays the related custom record. This can be done by going to the 'Customize' menu of the form and adding the custom record as a subtab. 3. If you're using a workflow to navigate between the records, you can use the 'Go To Record' action in the workflow to redirect the user to the custom record. When setting up the 'Go To Record' action, you should set the 'Redirect ID' in the 'Field' field, not the 'Record (Join Field)' field. This will ensure that the correct custom record is displayed. 4. If you want to force users to view the custom record in a specific view, you can do this by setting up a saved search that defines your custom view. You can then set this saved search as the preferred sublist view in the 'Roles' tab of the saved search. Please note that these steps assume that you have the necessary permissions to create and modify custom records, custom fields, and workflows in NetSuite. ****** 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
04/22/2026, 3:09 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.86505127
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843200684
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840576172
Celigo AI
04/22/2026, 3:09 PM