1. Field Service Management
  2. FSM Configuration
  3. FSM Configuration Reference
  4. FSM NetSuite View Configuration
  5. FSM Customer and Asset Selector View Configuration

FSM Customer and Asset Selector View Configuration

Note:

This topic is intended for administrators and developers who configure customer and asset selectors on NetSuite forms.

The views/assetcustomer configuration filters related Customer and Asset choices on editable Case, CRM Task, Project, Project Task, Opportunity, Quote, Sales Order, and Invoice forms. A replacement selector is added only when the relevant field exists, is visible, and is editable. Each record component supplies the bindings to its record fields.

For relationship setup, see Configuring FSM Customer and Asset Selection. For shared view requirements, see FSM NetSuite View Configuration.

This topic includes the following sections:

Properties and Defaults

The following table lists the selector properties, accepted values, standard defaults, and effects.

Property

Accepted Value

Standard Default

Effect

hidden

Boolean value

false

When true, turns off the replacement selectors and their synchronization.

customerFilter

Page-field ID string

"custpage_nx_customer"

Identifies the filtered Customer selector.

assetFilter

Page-field ID string

"custpage_nx_asset"

Identifies the filtered Asset selector.

customerOption

Customer option map

id: "internalid" and the customer display-name formula for label

Controls mapped Customer option values and labels.

assetOption

Asset option map

id: "internalid", label: "name"

Controls mapped Asset option values and labels.

The Customer label formula is formulatext:nvl(nvl(trim({firstname}||' '||{lastname}),{companyname}), {entityid}). Both option maps must return id and label. Selected IDs are written back to the record fields. The lookup retrieves all matching records and excludes inactive options.

Dependencies and Limits

The models/asset.map.customers and models/customer.map.assets mappings define the allowed relationships. A resolved value of true leaves the native choice unrestricted, false permits no choices, and a list restricts choices to those IDs. For these model settings, see FSM Record Model Configuration.

When both fields are editable, an existing asset takes precedence when deciding which field to filter. An existing selection that is no longer valid is retained when the form first loads. Changing the relevant Customer or Asset can clear that selection. Clearing the driving field can remove filtering or apply filtering in the other direction.

Hiding the view doesn't change the model relationships or grant access to records.

Changing Asset Option Labels

Merge the following JSON fragment into existing custom configuration to change asset option labels while retaining their internal IDs.

            {
  "views/assetcustomer": {
    "assetOption": {
      "label": "formulatext:{name}||' : '||{custrecord_nx_asset_serial}"
    }
  }
}

For editing and activation instructions, see Updating and Validating FSM Configuration.

Default JSON

The following object shows the complete standard defaults for views/assetcustomer.

            {
  "views/assetcustomer": {
    "hidden": false,
    "customerFilter": "custpage_nx_customer",
    "customerOption": {
      "id": "internalid",
      "label": "formulatext:nvl(nvl(trim({firstname}||' '||{lastname}),{companyname}), {entityid})"
    },
    "assetFilter": "custpage_nx_asset",
    "assetOption": {
      "id": "internalid",
      "label": "name"
    }
  }
}

Additional Information

Related Topics

General Notices