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.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Saved Searches/Customized Views for UI-based built-in lists needed
I have a need to limit users to what they can see in built-in dropdown lists on a form UI (for example, customer or transaction, etc). We can do this of course with custom list/record fields by setting filtering, but we do not have access to this filtering mechanism for built-in lists (such as the customer list/record field on a transaction).
Here is the scenario:
I want to limit the user/employee to seeing only customers and transactions of certain partners they are assigned to. We make this assignment in their employee record via a multi-select partner list/record.
0