I’m struggling to use the “Sourcing and Filtering”...
# general
j
I’m struggling to use the “Sourcing and Filtering” correctly for a custom field on a custom record. I have a custom record type called
Subscriber
that links a vendor to a transaction along with a
Subscriber Class
(also a custom record). The
Subscriber Class
is a way of grouping
Classes
(item class, native NetSuite record type) together. The relationship between
Subscriber Class
and
Class
is 1 to many.
Subscriber
[Custom Record] has three fields: • custom field Transaction: List/Record -> Transaction (single select) • custom field Vendor: List/Record -> Vendor (single select) • custom field Subscriber Class: List/Record -> Subscriber Class (single select) We have added a custom field to
Class
to to indicate the
Subscriber Class
Class field: • custom field Subscriber Class: List/Record -> Subscriber Class (single select) We have added a custom field to
Vendor
to list the (multiple)
Classes
that
Vendor
offers (using NetSuite Item Classes) Vendor field: • custom field Class of Business: List/Record -> Class (multi select) Simple Example of the relationship between
Class
& `Subscriber Class`: • `Class`: t-shirts (
Subscriber Class
= Clothing) • `Class`: hoodies (
Subscriber Class
= Clothing) • `Class`: pants (
Subscriber Class
= Clothing) • `Class`: jeans (
Subscriber Class
= Clothing) • `Class`: mugs (
Subscriber Class
= Housewares) • `Class`: stickers (
Subscriber Class
= Gifts) • `Class`: posters (
Subscriber Class
= Gifts) Example of how
Classes
might be assigned to individual
Vendors
(which may supply more than one
Class
) Vendor A:
Classes
set to t-shirts, hoodies (
Subscriber Classes
would be Clothing) Vendor B:
Classes
set to mugs & hoodies (
Subscriber Classes
would be Clothing, Housewares) Vendor C:
Classes
set to posters & mugs (
Subscriber Classes
would be Housewares, Gifts) What I need is that when you pick the
Subscriber Class
on a
Subscriber
record, it filters the
Vendor
field such that it only permits
Vendors
where the
Vendor's
Class
multi-select maps to the selected
Subscriber Class
selected on the
Subscriber
. Anyone know how to achieve this with this hierarchy of
Subscriber Class
and
Class
?
t
What are the settings in the "filter by" sublist?
j
well that’s what I need to know…. I can’t figure out how to filter by this
Unlike in a Saved search I can’t reference a field on a linked record, apparently
t
can you source that value on to the field you need to filter by (inline text non-store)?
j
Maybe? Though I’d rather not have to . And not sure you can source from a multi-select?
t
indeed
2s lemme play
nope I'm stumped
it seems that you should be able to do this kind of filtering, perhaps by source filter by
j
right? I feel like I’m being dumb