Filtering List Values Dynamically based on Selections in Parent Record in NetSuite

Are you looking for a solution to dynamically filter the values in the list/record field on one record based on the values selected in the multi-select field which is on different record? In this article, we will be explaining how to use Source & Filtering in Netsuite list fields.

In this post we will be filtering the values in the Preferred State_Invoice field on invoice record that is based on the values selected in the Preferred State field on Customer record.

I. Create a list field called Transport List.

1. Navigate to Customization > Lists, Records, & Fields > Lists >New.
2. Enter a Name = name of the list(eg:Transport List).
3. Enter Transport values(eg:AKR,ANJAN).
4. Click Save.

II. Create multiple select fields on Customer records and make “Transport List” the list.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Enter a Label = name of the field (e.g. Preferred Transport_Cus).
3. Set the Type as Multi-Select.
4. In the List/Record select Transport List.
5. Check the Store Value field.
6. In the Applies To tab > select the record this custom field should be applied. (e.g. Customer)
7. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
8. Click Save.

III. Create a List/Record field on Invoice and try to source the field from the field you created on customer records.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields >New.
2. Enter a Label = name of the field (e.g. Preferred Transport).
3. Set the Type as List/Record.
4. In the List/Record select Transport List.
5. Uncheck the Store Value field.
6. In the Applies To tab > select the record this custom field should be applied. (e.g. Salesorder)
7. In the Display tab > select the Subtab this custom field will be visible. (e.g. Main).
8. In the Sourcing & Filtering tab > Source List = Customer and Source Filter By =Preferred Transport_Cus.
9. Click Save & Apply to Forms.
10. Select the Invoice form and check the Show field.
11. Click Save.

IV. Create a Customer name called Royal Garments and select the Preferred transport multiple values on the field called Preferred Transport_cus.

1. Navigate to Lists>Relationships>Customers>New.
2. Enter a Company Name = name of the field (e.g. Royal Garments).
3. Select the Preferred transport values on field Preferred Transport_cus(e.g.AKR,ANJAN,ARCO).
4. Click Save.

V. Now Open the royal garments customer record and go to the actions(like ‘+’) click on invoice it will open like below i have given snapshot.