[steven_stewart]

Hi Folks,

Back with another question haha. Is there any way to sort/filter the standard customer/company field on a standard case form? From what I can see there is no way to hide this field and create a custom field to link the case back to the customer (this would allow me to build my own filter). The issue is, I have multiple companies in one netsuite (e.g. well over a million customers), I would like the company search on the case form to filter customers that the end-user can see based on a field on the customer record (e.g. ABC Company Customer, flag/free-form/doesn't matter). I feel there must be some easy way to do this, is there something I'm missing? Thanks in advance!

Best Regards,

Steven
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[pcutler]

Hi Steven, there's no way to add filtering to standard fields in addition to the native filtering already in place (i.e. filtering out inactive records).

What you could do in your example is to provide your own search box (custom field), and pop up a window with a list of search results filtered as you desire. When the user clicks on a search result in the pop-up, you can close the pop-up and select that value in the company field.

You could even hide the native company field entirely and have the user interact only with a custom filtered field. If you get creative with your approach, I'm sure you can come up with a viable solution for your use case.

[steven_stewart]

Hi!,

Thanks for the response! I ended up hiding the company field and created a custom filtered company lookup. Then, to satisfy NetSuite (case wouldn't save anymore due to company field missing (Unknown Exception)) I created a small workflow to set the Company value to whatever was selected in my custom look-up. As the field is hidden, it does this in the background and everyone is happy haha. Thank you for the response, always much appreciated!

Best Regards,

Steve

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