Kristoffer Viray-Oracle Gold Crown

Good day! Please let us know if further assistance is still needed for this concern. Thank you!

Hello @Kedalene, Glad to have you with us today. Thank you for creating this thread. Thank you for providing the correct answer, @M.Lisa 😊

Hello @tech work, Are you pertaining about a Custom Transaction called Vendor Return Authorization that is linked from PO? Or the Standard Vendor Return Authorization record? Kindly provide some screenshots for proper clarification. Thank you!

Hello @Paul Salkeld, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Dwight Schrute, Sourcing a value from a Standard field can be done in many ways. As mentioned in my previous reply, a formula can be used in the Custom Field to source the Standard Memo Field to the created Custom Field. By using a formula, a Saved Search will not be needed since the value will now be sourced to the…

Hello @Michaela Howard, No worries! As mentioned in my previous replies, you can change the approver by editing the Set Field Value action found in the Pending Approval State. Then you can change the approver in this section: The reason why you cannot see the Approver field in the new Workflow is because in the template,…

Hello @User_NC62U, We can use the Return User Error to display an error message after editing the field Minimum Quantity. Kindly check the Workflow below: Select the Return User Error Action in the Workflow then select After Field Edit for its trigger. Then select Minimum Quantity for its Triggering Client Fields: For the…

Hello @Mudassir Khan, As per my investigation, a refresh token's validity is always seven days. If you use a public client (i.e. you didn't put the full client id and secret in the authorization, also check the documentation below), the refresh token is only valid for three hours and is for one-time use only. The only…

Hello @Michaela Howard, In the previous examples, it was based on the Sales Order Basic Approval Template. Kindly check the images below: In the newly added transition, double click it and add the following condition: Then, in the Pending Approval State, you can change the following, which sets the Approver of the record:…

Thank you @GauravAgrawal and @Margrat Chakkalakkal Rappai! If you have any additional questions, @Betsy Vance, please let us know. ☺️

Hello @Dwight Schrute, If the expected output for the Custom Field is to copy the value of the Standard Memo Field, we can just use a formula instead of creating a saved search. Kindly edit the Custom Field and uncheck the Store Value checkbox to use the sourcing. Note: Make sure that there is no important data in the…

Hello @Joshua N, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @User_YMA1E, Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @Dwight Schrute, Here is the Saved Search configuration from the article: I used Type: is Purchase Order since the Custom Field that I have created is only displayed in Purchase Order. Results subtab: Available Filters subtab: You can freely edit the Saved Search based on your preference since this will not affect…

Hello @Dwight Schrute, May I ask what is the expected output for the Saved Search? Since the setup of the Custom Field does not need a Saved Search for it to work.

Hello @George Mihaylov, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @paula.courtemanche, As per my testing, it seems like we cannot use the script id as a parameter in a Saved Search. I have also tried using the Field ID but returned with an error as well. I have also checked the Enhancement records along with the cases attached to it and found no alternate solution for this…

Hello @User_NC62U, To properly test this concern, may I request a screenshot of the Quantity Field mentioned? Is it inside a Sublist? Or under the Matrix subtab? Looking forward to your update.

Hello @Mudassir Khan, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @ChuckAcc, There is no API that can cancel a Workflow but I was able to find the following Suite answer article that you can use to cancel the Workflow on a Record using a saved search. You can use the following SuiteAnswer article as your reference. Cancel Active Workflows of a Record using a Search Answer Id: 35356…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @Dwight Schrute, Here is the setup of the Custom Field, Make sure that the Global Search checkbox is marked in the Custom Field so that we can use the content of the field in the Global Search. In this scenario, the content of the Custom Field is this will work, I also have tested this once the Custom Field was set…

Hello @ChuckAcc, Kindly check the following Suiteanswers article about cancelling the Workflow Instance, which is the SuiteApproval: Canceling a Single Workflow Instance - ID#11473 This will cancel the ongoing process of a Workflow in a record. If the process was still not re-triggered after cancelling the Workflow, kindly…

Hello @User_FZNHI, Good day! Hope you are well. Upon checking on your concern, I noted that the functionality that you want is still an Enhancement. It is logged as Enhancement 432894 Sales Order > Billing Tab > Schedule Sub tab > Ability to Customize the subtab to add more columns. To request or vote for an Enhancement,…

Thank you for a detailed guide, @Chance Fry! Hello @Michaela Howard, To add the following condition, you need to add a new Workflow Transition that will connect the Initiation state and the Pending Approval State. In the Transition, add a Condition that will specify the Class needed. To do this, double click the Transition…

Hello @Dwight Schrute, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @User_EISK3, Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @Paul Reading, As per checking the issue record, there is no workaround in applying a Multiple Select Field as a Filter in a Saved Search. I have also tried producing any workarounds in my test account for this scenario but failed to produce one since the vital step in achieving the expected output is to apply the…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @User_M8RDQ, Good day! Hope you are well. Upon checking on your concern, I noted that the functionality that you want, which is changing the PDF Name is still an Enhancement. It is logged as Enhancement 169158. To request or vote for an Enhancement, kindly use SuiteIdeas page. Hoping for your understanding on this…