ANS-1392 · CUSTOM FIELDS, RECORDS & FORMS
How to Source Customer Data to a Project Record in NetSuite?
Learn how to retrieve specific customer information, such as phone numbers, and display it directly on associated project records using a simple formula.
Short answer
To source data from a customer record to a project record in NetSuite, use the parent joined record. For validation and defaulting, apply the formula {parent.phone} to retrieve the customer's phone number. This method ensures relevant customer details are accessible directly on project records.
Scenario
Users often need to display specific information from a customer record directly on an associated project record. This requirement arises when project teams need quick access to customer details, such as contact information, without navigating away from the project record itself.
Solution
To source data from a customer record to a project record, identify the joined record for the customer on the project. In NetSuite, the customer joined record on a project is named parent. When configuring validation or defaulting fields on the project record, the following formula can be used to retrieve specific customer data, such as the customer's phone number:
{parent.phone}This formula ensures that the phone number from the associated customer record is automatically populated or validated on the project record.
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