SSEO - How To Configure Default for Fields in New Records

SuperSync Email allows users to create new entity records directly within the add-in. In certain business scenarios, some fields may require a consistent selection based on the department, division, or role within the organization. To enhance efficiency and save time, SuperSync Email enables the automatic setting of default values for these fields, reducing the need for manual input. Below are two examples of how to set default values for specific fields in SuperSync Email.

Example 1: Setting a Default Value for the Subsidiary Field

Steps:

1. Go to the SuperSync Email Profile
   Access the SuperSync Email profile to begin configuring default values.

2. Select the Specific Form to Edit
   In the profile, select the form you wish to modify for setting a default value. View full size

3. Click on the Specific Record Field
   Within the selected form, locate and click on the record field where the default value is to be applied. View full size

4. Click "Edit" on the Record Field
   Once the field is selected, click on the "Edit" button. This will display multiple configurable options for that field. View full size

5. Set the Default Value
   In the "Default Value" field, select the specific value that should be used as the default for this record field. View full size

6. Save Your Changes
   After selecting the default value, click "Save" to apply the changes.

Example 2: Setting the Sales Rep Field to the User Creating the Record

Steps:

1. Go to the SuperSync Email Profile
   Access the SuperSync Email profile where the configuration will be made.

2. Select the Specific Form to Edit
   Choose the specific form for which you want to set the Sales Rep field to the user creating the record. View full size

3. Click on "New" or the "+" Sign in the Fields Area
   In the form, click on the "New" button or the "+" sign within the Fields area to add a new field. View full size

4. Select "Sales Rep" from the Field Dropdown
   In the new window that appears, select "Sales Rep" from the "Field" dropdown menu.

5. NetSuite Will Populate the Fields
   After selecting "Sales Rep," NetSuite will automatically populate the other fields based on this selection. View full size

6. Check the "Default to User" Box
   Check the box labeled "Default to User" to automatically set the Sales Rep field to the user who is creating the record. View full size

7. Save Your Changes
   Once you have made the selection, click "Save" to finalize the changes.