[steven_stewart]

All,

I have a request that I can't seem to figure out. I need to have a clickable URL on a case or customer form that dynamically fills in parts of the URL with data from the case or customer. For example:

URL: https://www.randomwebsite.com/thirdp…tsuite…..etc etc etc

Where it states "First Name From NetSuite" and so on I need it to pull that information from the customer record within NetSuite, Live. Essentially, this URL will bring the end-user to a third-party system and auto-fill some of the fields with information it pulled from customer/case records.

Doe anyone have any ideas on how I could get started with something like this? Thanks in advance. Please let me know if none of the above makes any sense!

Best Regards,

Steve
This is a cached copy. Click here to see the original post.

[pcutler]

Sure – create a transaction body field with a default value formula as follows:

'https://www.randomwebsite.com/thirdparty/servicecallpost.cgi?&transactionID=' || {internalid} || '&firstName=' || {customermain.firstname} || '&lastName=' || {customermain.lastname} and so forth

* I just typed this off the top of my head, so I might have some field IDs wrong

** if there's any chance that your text fields contain characters that are reserved in URLs, you will have to replace those characters with their escape values

---

jgroff.tx replied on 12/21/2017, 07:48 AM: pcutler, I’m attempting to default the current record’s {id} into a URL (Custom Field, Type= Hyperlink) to print the Pick Ticket; however, I keep receiving an invalid expression result:

https://system.netsuite.com/app/acco…mplate=300&id=’ ||

{id} || ‘&label=Picking+Ticket&printtype=pickingticket&tra ntype=salesord

Can you help me identify what I’m doing wrong?

[steven_stewart]

Hi Pcutler!,

Thanks for the reply!! However, if it is a transaction body field, wouldn't I not be able to add it to the case form? Also, would it update the tags within the URL Live, or would it be an after record submit sort of thing? Thanks in advance!

[pcutler]

Oh, I missed that about your description – you can create a formula like that for any type of custom field, the only thing to keep in mind is that you can only pull in data from the current record and records it links directly to.

[steven_stewart]

So for instance, if I had a case, that a customer was attached to (e.g. by the company field) it could pull data from the case itself and the customer record. Do you know if this would be Live? (e.g. will it build the link while the agent is inputing information into the case) or would it only be available after record submit? Would I use the "Hyperlink" type field? just wondering what sort of field I should use. I never had this sort of request before haha.

[pcutler]

Correct! If you uncheck the "store value" checkbox when defining the field, then NetSuite will re-run the formula everytime the user goes to the record. As far as the type of field, there are a few different options:

1. A hyperlink field is fine, but the display text will be the link URL

2. An inline HTML field would be another option, but you would have to know how to form html tags – so your formula would be something like '<a href="http://something.com?customer="&#039; || {company} || '">My Label</a>'

[steven_stewart]

Pcutler,

Thank you so much for the information. I am going to start playing with this now. I will report back what I come up with. Thanks again!

Best Regards,

Steve

[Author]

Posts