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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
NSC | Show Case Incoming Message
In the Case Record, the Incoming Message can be seen only on Edit Mode. In order for it to show on View Mode, create a CRM Field and Workflow.
1. Create CRM Field
1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Label: Enter Label
Example: Incoming Message
3. Type: Select Free-Form Text
4. Store Value: Remove Checkmark
5. Click Applies To
§ Case: Enter Checkmark
6. Click Save
2. Create a Workflow
1. Navigate to Customization > Workflow > Workflows > New
2. Name: Enter Incoming Message
3. Basic Information:
§ Record Type: Select Case
§ Execute As Admin: Enter Checkmark
§ Release Status: Select Released
§ Initiation: Select Event Based
4. Event Definition:
§ On Create: Enter
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