ANS-1325 · CUSTOM FIELDS, RECORDS & FORMS

How to Set Default Values for Standard Column Fields in NetSuite

Understand when scripting is necessary to default values for column fields, especially for multiple select custom fields, considering workflow limitations.

Short answer

Setting default values for standard column fields in NetSuite often requires a script. While workflows can now set values for 'Items' sublist fields, limitations exist for other column fields or multiple select custom fields, where direct sourcing is not supported, making scripting the most reliable method.

Scenario

Users need to automatically populate a default value into a standard column field on a NetSuite record. This requirement frequently arises for fields that are part of a sublist or are configured as multiple select custom fields, where standard sourcing or workflow capabilities may not fully address the need.

Solution

To set a default value for a standard column field, particularly when dealing with multiple select custom fields or column fields outside the 'Items' sublist, a script is typically required. This approach addresses the following limitations:

  1. It is not possible to source a custom field directly when it is a multiple select field.

  2. While NetSuite workflows can now set values for fields within the 'Items' sublist, their applicability to other column fields or specific scenarios (such as applying to existing records for multiselect fields) may be limited, making scripting a more comprehensive solution for complex defaulting requirements.

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