[JustinB]

We are working on creating a custom record for “Lead Referrals” that a Sales Rep/AM will create from a Contact record. The Contact field on the record will be selected based on which contact the Lead Referral is created from. We then have a Customer field that we’d like to source/filter based on the Companies the Contact is attached to since Contact’s can be attached to multiple entities and the Parent Company on the Contact may not necessarily be the correct customer to tie the Lead Referral to. We have not been able to get this Customer field to filter correctly and only show the companies that the contact is related to. Does anyone have any suggestions on how to get this to work?

Custom record – “Lead Referral”

Fields:

Contact – List/Record = Contact; Record is Parent

Customer – List/Record = Customer (have tried Entity as well with no success); Source List = Contact, Source From = Company?, Source Filter = Company or Parent?

Tried to remove the Source From and just use Filtering by “Contact” and compare value but the list of options in the Compare To Field column only shows text/number fields so I’m not sure what the Contact field is displaying. Tried to create another field(free-form text) that sourced the Internal ID, Name/ID, first name + last name from the Contact field and use that to Filter in the Compare To Field on the Customer field with no success either.

Results with the above settings; Customer field filters to show the sub-customer records of the parent that the Contact is on but the Parent customer record is not in the list.

Is this not possible to do through the Sourcing/Filtering on a custom field? It seems like it would be a pretty basic filter. NS Support wasn’t able to figure it out either and suggested it can be done through scripting but I find it hard to believe that someone else has never come across this behavior.

Any help is much appreciated
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[carl.billings]

Hey Justin,

I’ve dealt with a similar issue recently using workflow.

You might want to reach out to Robbie

https://usergroup.netsuite.com/users…r/12107-robbie

Sounds like your trying to mimic the relationships sublist that shows all the companies a conact is curently attached to. Surprised support cant identify the link

[JustinB]

Hey Carl,

Thanks for suggesting Robbie.

In regards to the Companies sublist on the Contact, that’s sort of right but we don’t want to mimic the list but filter the customer list/record field to only show those companies that the contact is attached to. Apparently this is not possible with native field sourcing or filtering.

NS Support suggested using a user event script to create a field using nlobjForm, then a Client script to to trigger a search to pull in the companies associated to the contact and then use nlapiInsertSelectOption() API to populate the script-created field with those results. Lastly, upon record submit, set the value from the script field into our UI Customer field.

[webbee]

Hi Justin, I believe this can be easily solved by dependent dropdown and workflow. Have a look on workflow.

[JustinB]

Thanks webbee, I didn’t think there was a way to filter a drop-down field using a workflow? Is that what you were suggesting? When referring to Dependent dropdown are you talking about the Sourcing/Filtering functionality on the custom field?

I’m able to default the field to the Contact’s main Company, one selected in the header level field, but I can’t do that and make the field also show the other customer’s the contact is attached to in-case the user wants to select one of the other customer records.

[JustinB]

FYI – NS has filed an Enhancement for this to be native functionality by using the sourcing/filtering functionality. Enhancement # 93917

Summary: Custom List/Record field > Filter the list to show associated Companies of specific Contact record only

[elie]

I’m trying to do the opposite… Filter a contact list on an Opportunity/Transaction filtered by the current customer selected on the transaction.

We want to attach a specific contact to the record outside of the contact list associated with the record, but we only want to display the option of attaching one of the contacts that are associated with this customer only. Is this not possible?

[elie]

Sorry, this was simple. Not sure why it wasn’t working, but here’s what we did (for the sake of anyone seeing the post):

Source List: Customer

Source Filter By: Parent

Done.

[Author]

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