Kristoffer Viray-Oracle Gold Crown

Hello @RobertBongers, If we only need 1 task per day per Sales Order, would it be feasible to select Daily in Frequency instead of 30 minutes?

Hello @Amjad Kasem, I don't think this is possible by Basic Customization. As per my research, we may need to use Scripting to achieve this setup. Kindly refer to the following SuiteAnswers article below: How to Populate a Hyperlink Field with the External URL of a File from the File Cabinet ID#69036

Hello @Richard Appleford , 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…

Hello @Amjad Kasem, To create a Custom Field that will store an Image, kindly select Image in Type. May I ask some additional details with regards to the Photo link mentioned?

Hello @Asher_123, As stated on my previous comment, the reason why only the ER - Invoice User is displaying in the Form dropdown of the Custom Role, is because it is Restricted in the setup of the Custom Role. As we can see, the Restricted checkbox of the form ER-Invoice User is marked in the Forms setup of the Custom…

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Hello @RobertBongers, I have recreated the Workflow and Saved Search on my Test account and I have reproduced the same thing as well. It seems like the Saved Search cannot detect the Criteria Task : Start date is not on Today in the Sales Order record because the Task record is not seen in the Sales Order. That is why the…

Hello @Asher_123, Great to see you again. 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 your…

Please send a Screenshot with this view for the Invoices of the Custom Role: On the previous screenshot, the Restricted checkbox was checked. I just wanted to check the settings of the Custom Form for the Custom Role. Thank you.

Hello @Amjad Kasem, As per checking, adding another Portlet in the Customer Center is still a limitation, filed under Enhancement 183471 Employee/Customer Center > Customize Page > Ability to Add Content/Custom Portlet. As a Workaround, we can follow the SuiteAnswers article below to add a Saved Search Link to the Home…

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Hello @Amjad Kasem, To do this, we need to edit the two Custom Fields in the Custom Record. The setup that we will do is the one where the user will select the Customer then the Customer ID will be sourced to the second Custom Field. Kindly follow the steps below: Edit the Custom Field that will contain the Customer Name…

Hello @Strategit_Shunta4, 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…

Hello @RobertBongers, As per checking the Saved Search, it seems like the reason why the task was created continuously every 30 minutes is because of the Filter: Messages: Date is on Today. Since the Sales Order fits the Saved Search Criteria, the Scheduled workflow will continuously create a Task record until the Sales…

Hello @Amjad Kasem, Glad to have you again. Thank you for creating another 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 @Amjad Kasem, May I ask what are we trying to achieve on the given scenario? Looking forward to your reply.

Hello @User_EKY01, Great to see you again. Thank you for creating another 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 your…

Hello @filippo.blengini, 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_EKY01, 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 @Amjad Kasem, Great to see you again. Thank you for creating another 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 @Amjad Kasem, As per my testing, selecting a Custom Center for a Custom Customer Center role is not possible since we cannot select any value when customizing the Standard Customer Role. Kindly refer to the Suiteanswers article below for additional reference in customizing the Customer Center: Customizing the…

Hello, Good day! Hope you are well. By the way, we would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get closer to earning…

Hello @User_A1Q76 , 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 @RobertBongers, 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 @Paul Salkeld, Glad to see you again. 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 your…

Hello @Strategit_Shunta4, Kindly follow the steps below: Edit the Custom Field Click Display Uncheck the Show Hierarchy checkbox Click Save Let me know if you have questions.

Hello @Amjad Kasem, The Role dropdown will not display the Center tab created. The selection in the Role dropdown can be found in Setup > User/Roles > Manage Roles. If you want to add values in this dropdown, simply customize the Customer Center Role. Let me know if you have questions.

Hello @Janne P., 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 @CK Job, I have checked this on my end. Customizing the Global Search is still a limitation, filed under Enhancement 168012 Global Search > ability to be able to add additional information (or customize) the global search auto-suggest window. To request or vote for an Enhancement, kindly use SuiteIdeas page. Hoping…

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…