HOW TO SOURCE A FIELD VALUE USING SAVED SEARCH?
Category : NetSuite
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Values of fields can be sourced dynamically from saved searches. Search result should have only one column in the result and it should have summary.For eg: If you want to source customer’s latest sales order date in an custom entity field created for customer record, you can create the search and field as given below:
1) Create a customer search- Make the search public
Criteria: Transaction Type Fields-> Type any of Sales Order
Results: Transaction Type Fields-> Date. Summary type->Maximum and sort the result by the field added in result
Under Available filter tab: Add internal id
2) Create a Entity Field: Uncheck the store value checkbox. Apply to customer. Under Validation and defaulting tab, under the saved search selection field, add the search created above
Save and Apply to forms
Note: This field cannot be used in saved searches and also its values cannot be edited as teh stored value is unchecked
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