Custom record fields enable us to create a custom dropdown list in NetSuite. In this NetSuite tip, we explore how to display a field with a dropdown select list. Here’s how it works: we create a custom checkbox field on a record (of your choice). When that particular checkbox is marked off, that record will display in our dropdown list. To accomplish this useful automation, we’ll need two custom fields.

Create a Custom Checkbox Field

First, let’s create that checkbox together. By navigating to Customization >> Lists, Records, & Fields in the menu, we can see our different record options. If you would like transactions to show in your dropdown list, select Transaction Body Fields. If you would like Entities, Items, or CRM records to appear in the list, you can use those corresponding options. In this example, we will create a dropdown list showing all Vendors that are also manufacturers, so we’ll use the Entity Fields option.

Once you’ve selected an option and are creating a new custom field, here are a few settings to make note of:

  1. The TYPE will be CHECKBOX.
  2. STORE VALUE will be checked.
  3. The corresponding record will be selected (in our case, VENDOR).

After adjusting these settings and any others that you would like, we can save the field and start on the next custom field.

Create a Custom List/Record Field

Our second field will be the one that actually displays the custom dropdown list. We will use that field on an Item Record. That way, we can replace the native “Manufacturer” field with a dropdown list of all our manufacturers, just for sake of example. By navigating to Customization >> Lists, Records, & Fields >> Item Fields >> NEW, we can create our final field.

And like our previous field, here are a few important settings:

  1. TYPE will be List/Record and LIST RECORD will be the record of the first field (in our case, VENDOR).
  2. STORE VALUE will not be checked.
  3. Select your record this field will apply to (“Inventory Item” in this case).
  4. In the SOURCING AND FILTERING sublist, select the following options on a line in the sublist:

    • For FILTER USING, select your checkbox field name.
    • Check the IS CHECKED option.
    • Make sure the COMPARE TYPE is set to EQUAL.

After setting these values, your custom fields should be all set up! To make an option appear in the dropdown list, go to a record and check our new checkbox field.

Now whatever records you select will show in the list.

Conclusion

Using fields to display custom dropdown lists is a powerful feature. We hope you are able to implement this simple automation in your NetSuite instance to make your business processes run more smoothly. If you would like help with this feature or would like to explore more powerful options, feel free to contact SuiteRep and meet with us for a free consultation!

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