Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Mass Update by Formula - Not Working
We are trying to Mass Update records by formula and they are not working.
Specifically, we are trying to update the Sales Rep on Opportunity records and the Assigned To field on Tasks to both match the Sales Rep assigned to the Customer account.
The mass update always returns "0 out of xxx updated" -- the only way we can update these Opp or Task records is to do each one individually (not use the formula function) and manually enter the sales rep name.
It should be noted that the "preview" screen (prior to confirming the mass update) does show the correct value according to the formula for each record... in other words, the formula works properly but the records never get updated.
0