This topic contains 4 replies, has 0 voices, and was last updated by patilsrikanthreddy 8 years, 7 months ago.
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sandylivingston- Contributions: 0
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I have a custom field on the customer record, which I need to populate with a concatenation of the Customer Name + the NetSuite Customer ID. I need the ID behind the name, so I can’t use the “entityid”
I have a customer saved search with a formula(text) like this: CONCAT(CONCAT({altname}, ‘ ‘), {entityid})
that gives me exactly what I want.
So now I am trying to create a workflow which will run each night, and for any customers where that custom field is blank, it will do the formula and fill in the custom field.
However, when I created the workflow and add a state to set the field value, I’m in the formula box and it doesn’t like the “altname” field. If I use “name” that gives me the ID+Name with the ID in the front (I need it behind the name, which is why I’m doing this custom field – so that I can sort alphabetically by name)
I cannot find the correct formula for the set field value. “Name” is not exposed/available, “altname” which is what works in my saved search is also not available. Neither is “entityid”
Why are there different fields available in a customer saved search than in a customer workflow? Very frustrating !!!!
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k_dunc- Contributions: 0
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Hi sandylivingston, in the formula field, try something like:
{firstname} || ‘ ‘ || {lastname} || ‘ ‘ || {entityid}
See if that works for you.
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sandylivingston- Contributions: 0
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Thanks but I’m actually looking for the company name, not the contact’s name. If I select “companyname” then it gives me the id+name (with the id in front). I need just the company name, and then just the id, so that I can put the id at the end (behind the company name)
So my Customer ID on the customer screen says this: 18343 Excel Energy and I need to get this configuration into my custom field: Excel Energy 18343
The formula I used in my customer saved search works correctly, but when I go to a workflow it doesn’t allow me to pick the same field names in my set field value state.
Hope that makes sense.
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k_dunc- Contributions: 0
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Quick question Sandy, does this field really need to be populated by a Workflow to run each day? Just a thought, but why not populate your Custom Field using a ‘default value formula’, but ensure ‘store value’ is unchecked. Would that work for you?
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patilsrikanthreddy- Contributions: 0
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Hi –
Does anyone know how to store value of a custom column field using a formula?
1. I have created a custom column field and added formula (text) to calculate the value.
2. This field works fine on the saved search.
Problems : I would like to group this field in a saved search but NetSuite doesn;t allow grouping of this field as this is a formula text field. How to group a formula text field? I would like to add this field to reports but this field is not available on the reports. How to store value of this field even though I am using formula to calculate the value? I cannot use workflow as this is a column field.
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