Use the following guidelines when working with the Set Field Value action.
- You cannot use a Before Record Load trigger to set field values for existing records. This limitation applies to the Set Field Value and Go To Record actions. Use a custom action to update fields on an existing record.
- The value you specify in a Set Field Value action on a Before Record Load trigger does not override a stored custom field or a field sourced from another record. To set this type of field, use a client trigger. The Before User Edit client trigger is the functional equivalent of the Before Record Load server trigger, except that Before User Edit executes in the client, after the record is loaded from the database. Records must be in edit mode to enable you to specify field values using the Set Field Value action; values are static in view mode.
- If you set the value of a multi-select field, the new values replace any original values in the field on the Field dropdown list.
- For multi-select fields, the Date and the Formula options are disabled. Only the Static Value and From Field options are available
- You can place a single field value instead of multiple values into a multi-select field.
- You cannot use the Set Field Value action to set the External ID of a record. External IDs are designed to be used as references in NetSuite. If setting the Internal ID is not sufficient for your business needs, you must create a custom field to set the External ID for a record.