Is it possible to create a custom field (probably ...
# general
l
Is it possible to create a custom field (probably test field) in customers and have Netsuite record in that field the active contract items of a customer? I created a saved search for the contract items but cannot seem to "feed it" into a entity custom field. The search does not appear in the custom field search list. I tries also to use a workflow but that saved search does not appear there either (probably because it's a different record type??)
g
I believe that requires the saved search to be a summary search. Might be why it's not appearing in the list.
a
Is the goal just to be able to go to a custom and see the active contract items? If so, Sublists would probably get you what you need
c
Sounds like custom sublists to me too
g
Agreed. It is possible to do via a saved search, but you'd have to use NS_CONCAT or LISTAGG for a listing of items in a single field, and that could get very messy depending on the amount of results.
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l
@C_Billings We need it for an integration with Zendesk. Zendesk cannot reach contract item records 😞
It's a duplication of information, which is a pity but that's the only way to send contract info to Zendesk with our current Celiggo contract
@Gregory Jones , thanks for the tip! It worked as a charm!!
g
@Lenz - Netherlands You're welcome!
l
@Gregory Jones would you know how I can remove duplicates in the resulting string? e.g. result: Item 1, Item 2, Item 1, Item 3. I would like that item 1 only shows up once
g
Which method did you use? Ns_Concat or LISTAGG?
l
Ns_Concat
g
Distinct()
around field in formula should do it.
For example:
REPLACE(NS_Concat(DISTINCT({yourfieldhere})),',','<br>')
l
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g
Interesting.
Can you paste your formula?
l
I tried two options:
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and
g
you have a ) instead of a } at the end of your field name in the formula.
Sorry, misspoke - you are just missing it.
REPLACE(NS_Concat(DISTINCT({custrecrod_ci_item})),',','<br>')
l
oups!
it still does not like it...
I gotta go, thanks for your help! If you have other suggestion, let me know!!! 🙏
g
Hmmm....That's all I have - if you can share the original formula that worked, prior to the addition of DISTINCT() perhaps that can help troubleshoot.
l
Here's the formula that works well except that it returns duplicates ns_concat({custrecord_ci_item})
g
Oh, I had a typo in the last formula that I provided to you. Did you copy that and use it? If so, I misspelled your field name...probably a result of typing a bit too fast
l
Hi, Sorry for the delayed response. It's been BUSY! 🙂 I should have noticed that. Thanks for looking into it. The formula now produces nice results (very nice formatting) but unfortunately I can still see duplicates in the results.
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wait..., actually, it works fully! It's just that the names resemble a lot. Thank you so much!
g
That's great! Glad it worked out for you!
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