3. Adding linked fields

1.      You need to create two lists, one for Type and one for Subtype.

In this case we used the following fields:

List - Support Types

List - Support SubTypes

2.      We then Created a custom Record type to link the Types and the subtypes it has two fields.

Support Issue Type -  a single value field looking at the Support Type List

Support Issue Subtype – a multi select field that looks at the Support SubTypes list

The Custom Record Type is:

Support Issue Categories

3.      We then create one Support Issue Category Record for each Type

4.      Create 2 new  CRM fields

Sub-Type                      custevent_tc_col_subtype                            List/Record                Columbus Support SubTypes                                                                                                     Y                                            

Type                               custevent_tc_col_type                    List/Record        VSC Support Issue Categories

On the SubType field on the sourcing and filtering tab we set the Source List Field and the Source From Field.

The Source List field is set to Type.

The Source From field is set to Support Issue SubType

5.      Add the Type and Subtype fields to the cases form

After the lists are created you can add additional type and subtypes by doing the following:

​ Adding New Types and Subtypes to cases Add the new Type 1.       In NetSuite navigate to Customization->Lists, Records and Fields->Lists 2.       Find the list called Support Issues. 3.       Open the List and add the new Value Add the new SubTypes 1.       In NetSuite navigate to Customization->Lists, Records and Fields->Lists 2.       Find the list called Support SubIssue 3.       Open the list and add/inactivate values 4.       Save the record, once the record is saved the entry will be given an ID Associate the Type and Sub-Type records 1.       In NetSuite navigate to Customization->Lists, Records and Fields->Record Types 2.       Find the Record Type called Support Issue Categories a.       If you are updating an existing Category click list and open the correct document b.      If you are creating a new category click New Record 3.       Select the Support Issue Type 4.       Select the Associated Support Issues(use ctrl to select multiple) 5.       Save the record and check the Case form to ensure your new values are there