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Re: Is there a rollback method available in SuiteFlow?
Hi @Jet Zhang
No, NetSuite does not have a native "Rollback" to automatically reverse SuiteFlow actions or states. Once a workflow executes actions and saves a record, those changes are committed to the database.
You can manually change the WF Approval Status field to Approved.
Re: Is MFA really necessary for a community forum?
Agree with this. It's very painful tasks. At lease they should simplify the process. Something like remembering the device at lease 30 or 60 days.
NSC | How to Calculate Record Count and display through Dashboard or Custom Field
In NetSuite, you may need to display the number of related records (e.g., number of transactions for a customer or number of child records). This can be achieved using a custom field with a saved search or summary logic.
This article explains common approaches to calculate and display record counts.
What is a Record Count Field?
A record count field displays the number of related records linked to a parent record.
Examples:
- Number of Sales Orders per Customer
- Number of Contacts per Customer
- Number of child records in a custom record
Approach 1: Using a Saved Search
This is the most common and flexible method.
Step 1: Create a Saved Search
- Go to: Reports > Saved Searches > All Saved Searches > New
- Select the appropriate record type (e.g., Transaction, Contact, Custom Record)
Step 2: Define Criteria
- Under Criteria subtab > Add filters to return only relevant records
Example:
- Type = Sales Order
- Main Line = True
Step 3: Set Results with Summary
- Go to the Results tab
- Add:
- Field: Internal ID (or any field)
- Summary Type: Count
- Add a Group field:
- Example: Customer (to group results per customer)
- If you will be using it for Dashboard View, Sublist View, or Reminders make sure to check this boxes:
Step 4: Save the Search
Give it a clear name (e.g., “Sales Order Count per Customer”).
Step 5: Display the Count
You can display the result using:
- A Custom Search portlet on the dashboard
- A Custom Sublist (via custom record or scripting)
- A Field sourcing approach (limited use case)
In this example we will use a Custom Search portlet
Upon clicking setup > Select your created Search and name your Custom Search Portlet on the Title field
Important Notes
- There is no native “count field” that dynamically updates without saved search or scripting
- Real-time counts require:
- Saved search (view-based) or
- Script (stored value)
Best Practices
- Use saved searches for reporting and dashboards
- Use scripts only when the count must be stored on the record
- Avoid heavy scripts on large datasets
- Test performance in Sandbox
Summary
To calculate record counts in NetSuite, the recommended approach is to use a saved search with summary type “Count.” For storing the value directly on a record, scripting may be required. Choosing the right method depends on whether you need a display-only count or a stored value.
Re: Multi Session (Enable Feature)
Hi @User_JNRWJ,
After enabling the feature, you will need to go into all the roles assigned to a user and change TWO-FACTOR AUTHENTICATION to REQUIRED. They will to set up an authenticator to work with NetSuite.
From 2026.1.0 Release Notes:
Hope this helps,
John
Re: Is anyone having a time discrepancy in their 2026.1 upgrade notification emails?
Thank you, @Todd N Niedringhaus.
In addition, the Customer-Scheduled Maintenance page shows all dates and times using the time zone you set in User Preferences.
Maintenance notifications use the date and time format and time zone recipients set in their User Preferences.
For reference, please see SuiteAnswers ID: 95187 Customer-Scheduled Maintenance FAQ.
Is MFA really necessary for a community forum?
I just wanted to post on here that I have found my use of this forum has dropped significantly in recent weeks - simply because I can't be bothered to go through the MFA login each time I want to look for answers (or ask questions).
I find myself using other resources simply because they are quicker to access.
Is MFA really necessary for a community forum?
Re: Saved Search for Vendors and Customer
Hi @Elina Kourouzidou
Hi, Assuming you want to retrieve Customers (same applies for Vendors) linked to specific subsidiaries in Oracle NetSuite, there are two approaches:
Method 1: Customer Saved Search
Create a saved search on the Customer record and apply filters on joined “Subsidiary Field” field. Downside of this method would be you can not filter multiple subsidiaries. Also you have enter the sub name within % (Ex: %SubA%) if you have parent/child relationship
Method 2:
The second and more straightforward approach is to create the saved search on the “Customer–Subsidiary Relationship” record. This record represents the underlying mapping between customers and subsidiaries and returns one row per relationship, covering both primary and secondary subsidiaries automatically. As a result, it allows you to filter multiple subsidiaries easily and provides a more reliable dataset for reporting or exports.
In practice, the second method is generally recommended
Re: A role to see everything
Hi @User_NQL2C
NetSuite has created a specific SuiteApp/Bundle to solve this problem. It installs a custom role that mirrors the Administrator's breadth of access but downgrades all permission levels to View. This allows your consultant to see how features, accounting preferences, and workflows are configured without the ability to change them.
- Log in to NetSuite using your Administrator role.
- Go to Customization > SuiteBundler > Search & Install Bundles
- In the Keywords box, search for Admin View or enter the Bundle ID 387772 (officially named the "Administrator - No HR/Employee Access Role" bundle)
- Click on the bundle and select Install.
- Once installed, go to the consultant's Employee record, navigate to the Access tab, and assign them this newly installed custom role.
Re: workflow for approval
@Red Velasco-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: i think we could make workflow but we could not restric posting .
Re: workflow for approval
Hello @Adinath_Bodakhe
You are correct, there are no native approvals on Bank Transfers or Bill Credits.
Those records don't have an approval built in.
What are you trying to do, specifically? There could be another way?















