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.
Set a customized Transaction Form (like an Invoice) to be viewable by certain role
This may be in the discussions already, but I could not easily locate. If you'd like a certain role to view a certain customized Transaction form, regardless of which transaction form was used to save the transaction, how is that set up? I've customized a transaction form, then under the Roles tab, check the Preferred box beside the role. The Store Form with Record was checked (now I've unchecked it) on the preferred form for all other roles, so possibly now that I've done the above, this role with the new customized preferred transaction form may only be able to
0