ANS-0994 · CUSTOM FIELDS, RECORDS & FORMS
How to Filter a Custom Project Task Field by Project on NetSuite Transactions
Dynamically filter a custom project task field on NetSuite transaction lines to show only tasks relevant to the selected project.
Short answer
To filter a custom project task field on a transaction line, create a List/Record field for 'Project Task'. Under Sourcing & Filtering, set 'Source list' to 'Customer (line)' and 'Source Filter by' to 'Company'. This configuration ensures that only project tasks related to the specific project on the transaction line are displayed.
Scenario
NetSuite users often need to associate specific project tasks with transaction lines. The challenge arises when a standard custom list/record field for project tasks displays all available tasks, regardless of the project selected on that line. This can lead to user confusion and incorrect data entry.
Solution
To create a custom project task field that displays only tasks relevant to the project on a transaction line, configure the custom field as follows:
Create the custom field with these properties:Field type: List/recordList record: Project Task
Under the 'Sourcing & Filtering' subtab, apply the following configurations:Source list: Customer (line)Source Filter by: CompanyWith this configuration, only the project tasks related to the project identified on the line will appear in the custom field.
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