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:
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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
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