Setting the Store Value Field
On page load and page save, dynamic defaults are evaluated and each NetSuite tag is substituted. For these substitutions to be made each time, the Store Value box for the custom field must be cleared.
If you check the Store Value box, the tag substitution is performed one time, when the custom field is created. The value is saved and does not change dynamically when the fields on the page are updated.
To ensure that NetSuite tags defined in a dynamic default are substituted every time a page is loaded and saved, clear the Store Value box.
For example, let’s say you have a custom field on employee records for the phone number of the employee’s supervisor. You want the field to automatically pull in the supervisor’s phone number from the supervisor’s employee record into the Supervisor’s Phone Number field. If the supervisor’s phone number changes, you want the phone number in the Supervisor’s Phone Number field to update to that new number. In this situation, the Store Value box must be unchecked for the field to dynamically update. If the Store Value box is not checked, the Supervisor’s Phone Number field on employee records will not update to the new number, if the supervisor’s phone number changes.
Watch the following help video for information about using sourcing and the store value feature with a custom field.