[steven_stewart]

Guys,

Probably a stupid question, and a horrible thread title, but here is what I am trying to do. We are a call center, I have multiple clients within the same NetSuite and part of the never-ending battle to separate these clients includes “Custom” standard fields. To give an example:

I am creating a brand new Customer Record form for one of my clients. This client processes payments/orders through NetSuite, so they have a Sales Order form. The sales order form pre-populates items like “Address”, “Email”, “Phone”, etc. How would I get the sales order form to populate information from my custom email, phone and address fields? If I am not using the standard fields, NetSuite seems to ignore they exist and not populate anything. Am I missing something simple, or is this part of a bigger problem? Will this need to be done with custom workflows? Thanks in advance for any additional information.

Best Regards,
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[david.smith]

The best way would probably be to use a client script.

However, I recently saw a post on using URL parameters to populate fields. Not sure if that would work here or not.

[k_dunc]

Hi Steven,

There are possibly a couple of ways to do this. The easiest perhaps, is to simply use NetSuite’s Sourcing & Filtering options (from within a Custom Field form). So for example, upon a user selecting the Customer from a drop-down, then several other Custom Fields could automatically populate various values if they were set up to pull information from the Customer record (i.e.: Source List = Customer Record, and Source From could possibly = Email).

You could potentially handle it through a Workflow too. For example, on a Customer Record, if you add a Workflow button called ‘Sales Order’, it could create the SO and populate various fields automatically.

Finally, as David suggested, scripting can pretty well always handle it too.

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