1. SuiteCloud Platform
  2. Customization
  3. Custom Records
  4. Sourcing with Custom Records

Sourcing with Custom Records

You can use sourcing with custom record types for both standard and custom records. You must first create a List/Record field on your custom record type for the kind of record you want to source information from. After you have created that field, you can then select it in the Source List field.

For example, you have created an Intern custom record type. You want to include information about your intern records about the employees supervising each intern. You can do this by first creating an Employee field with a list of your employees. Then you can source information from employee records to other fields on your intern records.

For information about sourcing and custom fields, see Setting Sourcing Criteria.

To use sourcing with custom record types:

  1. Go to Customization > Lists, Records & Fields > Record Types.

  2. In the Edit column, click the name of the record type you want to create a sourced field for.

  3. Click the Fields subtab.

  4. Click New Field.

  5. In the Label field, enter the name of your new field.

    For example, if you are creating a field to list your employees you would enter Employee.

  6. In the Type field, select List/Record.

  7. In the List/Record field, select the kind of record you want to include information from in other fields on your record type.

    For example, if you want to include information about your employees you would select Employee.

  8. Click Save.

    Now, you can create your sourced fields.

  9. Click the Fields subtab.

  10. Click New Field.

  11. In the Label field, enter a description for your field.

    For example, if you wanted to include an employee's email address you would enter Employee Email.

  12. In the Type field, select a type of custom field.

    The type you select must match the type of field you want to source from.

    For example, if you wanted to include an email address you would select Email Address in the Type field.

    For a list of standard fields and their types, see Available Standard Fields and Field Types for Custom Record Types and Source Lists.

  13. If you are creating a List/Record field, select the appropriate list or record in the List/Record field.

    For example, if you are sourcing from the Sales Rep field on Customer records, select Employee in the List/Record field because your sales reps are employees.

  14. Click the Sourcing & Filtering subtab.

  15. In the Source List field, select the record type you want to source information from.

    This field lists the field you created in Steps 1-9.

    You can create multiple source lists for your custom records. To do so, repeat Steps 1-9 for each kind of record you want to be able to source information from.

  16. In the Source From field, select the field you want to include information from. If you click to view the list, sourcing and filtering options are available.

    You must select a Source List before you can select a field.

    The selected field's type must match the type selected in the Type field.

  17. When you have finished, click Save.

  18. To add Source List fields, repeat Steps 1-9.

    To add sourced fields, repeat Steps 10-17.

You can now include information from standard and custom fields and records on your custom record types. For more information about available standard fields and field types, see Available Standard Fields and Field Types for Custom Record Types and Source Lists

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