ANS-1260 · CUSTOM FIELDS, RECORDS & FORMS
How to Default a List/Record Field to the Current User in NetSuite?
Automate the assignment of a list/record field on a custom record to the logged-in user using a NetSuite workflow.
Short answer
To default a list/record field, such as 'Resource Name', to the current user on a custom record, create an 'On Entry' workflow. Configure a 'Set Field Value' action within the workflow, targeting the specific list/record field. Utilize a formula in the action's parameters to automatically assign the current user's ID or name.
Scenario
Users often need to automatically populate a list/record field on a custom record with the name of the currently logged-in user. This requirement typically arises when tracking ownership or responsibility for a record, ensuring that the creator or editor is automatically assigned. Manually selecting the user can be time-consuming and prone to error.
Solution
To automatically set a list/record field, such as 'Resource Name', to the current user on a custom record, implement the following workflow configuration:
Create a new workflow on the custom record. Ensure the workflow is configured to trigger 'On Entry'.
Add a 'Set Field Value' action to this workflow.
Within the parameters of the 'Set Field Value' action:
- Select the specific list/record field that needs to be defaulted.
- To define the value, use the formula as the section.
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