Forums › Cached › Customization › Custom Forms / Fields

This topic contains 8 replies, has 0 voices, and was last updated by erictgrubaugh 7 years, 10 months ago.

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  • December 8, 2016 at 5:08 pm #2463

    delilahruch

    Hi All, I have built a field for a customer record which needs to source the supervisor (located on the employee record) of the employee assigned to the customer. I believe I set this up correctly but the field is not sourcing. I know that the field Types of List/Record are funky but I can’t figure out why this isn’t working. Screenshot of the field is linked below.

    Any guidance would be greatly appreciated.

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

  • December 9, 2016 at 5:06 am #2464

    Olivier Gagnon NC

    Screenshot link incorrect

  • December 9, 2016 at 6:59 am #2465

    MikeBucklaew

    Could it be as simple as the role of the person looking at the form doesn’t have permission to access the employee record?

    delilahruch replied on 12/09/2016, 08:52 AM: That would make sense but I’m trying to view it as an administrator and can’t see it.

  • December 9, 2016 at 8:53 am #2466

    delilahruch

    Here’s the attachment

    Attached Files

    Sourcing.doc

    (61.0 KB, 1 view)

  • December 9, 2016 at 9:34 am #2467

    MikeBucklaew

    I think you just need to clear the “Source Filter By” choice. I’m assuming Maintenance Technician is a custom field of Employee and is not a multi-select…

  • December 9, 2016 at 9:43 am #2468

    Olivier Gagnon NC

    Yeah “Source Filter By” seems superfluous.

    delilahruch replied on 12/09/2016, 10:03 AM: I tried it with and without "Source Filter By", the field still isn’t loading info.

  • December 9, 2016 at 10:15 am #2469

    MikeBucklaew

    Take a look at this I just did in Sandbox. Do they look similar? Did you edit the customer record after making the change?

    delilahruch replied on 12/09/2016, 10:47 AM: Yeah, mine is set up exactly the same but won’t load. Thank you for going through the trouble of creating a sandbox version. I think I’m going to put in a support case at this point and see what NetSuite has to say, I just wanted to make sure it wasn’t something I was missing.

  • January 4, 2017 at 4:42 pm #2470

    n.tiwari@manduka.com

    delilahruch,

    If you are sourcing the employee’s supervisor from the employee record then you need to un-check “Store Value”. Try this in sandbox and see if it helps.

    delilahruch replied on 01/05/2017, 09:45 AM: Thanks, N, I was able to figure out the issue and just forgot to post that it was resolved.

  • January 4, 2017 at 5:16 pm #2471

    erictgrubaugh

    FWIW I have a video that teaches the basics of sourcing here: https://www.youtube.com/watch?v=2mYdf-AnmFk. That “Store Value” behaviour is often the cause of much confusion when using sourcing.

    delilahruch replied on 01/05/2017, 09:46 AM: Thank you, Eric! I’ve subscribed to your videos, I think they’ll be helpful!

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