Hi all, I am fairly new to Netsuite and not well-v...
# beginners
s
Hi all, I am fairly new to Netsuite and not well-versed in the way that fields link and communicate with one another. Our company has an integration with Mavenlink via M-bridge. Mavenlink can only communicate with projects and it turns out that when trying to pull the customer name (Field ID: parent) from the project form, we experience errors. Our Mavenlink help explained that the
parent
is a native field with a value that is actually a record of the customer. The Project Custom Fields scenario operates on the assumption that the two mapped fields are of the same type, so since this is a string field in Mavenlink it is sending over the whole value from the
parent
field in NetSuite, which is the whole record of the customer. As a workaround, they suggest that I create a custom field with a formula where it will capture the customer’s name from the customer record as a ‘Text’. Once that is set, I can map that NetSuite custom formula field to the Mavenlink custom field ‘Company Name’ in the Project Custom fields scenario. I have created a custom entity field as a free-form text, applied to project, and setting the default value to formula = {companyname}. When I save this, nothing populates within the field on the form. What am I missing?
b
uncheck the
store value
checkbox on the field, to match the store value field behavior you are looking for
s
life saver! thank you