Pauline Cac-Oracle

Hi @"m.hagan", I'm sorry to hear that. I understand that this must be frustrating on your end but do you have other accounts where the workflow was initially tested? This could help you recreate the workflow. If none, the only way we could retrieve the workflow is through data restoration process. Upon further…

in Is there a way to undelete a workflow that was deleted by mistake? Comment by Pauline Cac-Oracle Dec 10, 2019 12:20PM

Hi @"4140685", Upon further investigation, the Give Access field is exposed on the Set Field Value workflow action Field selection while the Send Notification Email field is not available on the list. It is a current limitation on workflow to automatically mark Send Notification Email check box when Give Access check box…

in How to give Customer Access and auto check 'Send notification Email' when a new customer created Comment by Pauline Cac-Oracle Dec 9, 2019 2:11PM

Hi @"rmaher", You may check SuiteAnswers ID: 49137 - Advanced PDF/HTML Templates: Print Child Custom Record Entries or other Child Subrecord for reference. Basically, the concept is that the User Event Script will process the data in the saved search used in the sublist of the custom record. Then, the information returned…

in Email custom sublist from case record. Comment by Pauline Cac-Oracle Dec 9, 2019 12:52PM

Hi @"Jyothi R", Apologies for the confusion. The tobeemailed field ID is for the To Be E-mailed check box while the email field ID is for the standard email field beside the To Be E-Mailed checkbox. Notice that the value being pulled when you used tobeemailed field ID is F, which means that the value of To Be E-mailed…

in How to send approved invoice pdf copy to multiple recipients using a workflow? Comment by Pauline Cac-Oracle Dec 5, 2019 6:49PM

Hi @"Jyothi R", I believe it would be best to create another custom field on Sales Order where you can store the Bill To email from SFDC. You may add the value of this custom field on the Email field along with the primary and custom field emails from Customer record by adding the field ID on the formula of the Set Field…

in How to send approved invoice pdf copy to multiple recipients using a workflow? Comment by Pauline Cac-Oracle Dec 5, 2019 1:42PM

Hi @"Julian Heuser", If the custom field you've created sources its value from Customer record through Sourcing & Filtering tab settings, the initial value it pulls from the source field will be the only value stored on the field. If there are changes made on the source field, the custom field will no longer be changed to…

in sourcing data into custom field only works if store value is disabled / Bug?! Comment by Pauline Cac-Oracle Dec 4, 2019 7:58PM

Hi @"rgrantCanada", As an alternate solution, a custom sublist is needed to filter all estimates and opportunities associated to the Contact record. Here are the steps you may use as reference. * To create a custom transaction saved search that will be used as custom sublist:* Navigate to Lists > Search > Saved Searches >…

in Linked estimates with contacts from contact record Comment by Pauline Cac-Oracle Dec 4, 2019 2:03PM

Hi @"basem.mohamed", The ability to print the child custom record type of a custom record type is still a limitation on Netsuite. There's an enhancement (Enhancement 304767: Customization > Forms > Advanced PDF/HTML Template > Edit any Custom Template > Source custom subrecord) currently logged for this request and there's…

in Printout with new record type has no line fields Comment by Pauline Cac-Oracle Dec 3, 2019 4:03PM

Hi @"Jyothi R", You can actually concatenate the value of the standard Email address and the custom entity field from the Customer record directly into the To Be E-mailed field of the Invoice record. Here's the setup of the Set Field Value workflow action. This action should run Before Record Submit so that the Send Email…

in How to send approved invoice pdf copy to multiple recipients using a workflow? Comment by Pauline Cac-Oracle Dec 3, 2019 12:14PM

Hi @"DavidChristiansen", Upon testing this on my test account, it seems that the standard fields ${tranline.quantityordered}, ${tranline.quantityremaining}, and ${tranline.quantity} being called on the source code of the Packing Slip advanced PDF template are pulling the correct and expected values. During my testing, I…

in Problem with Advanced PDF/HTML Packing Slip...won't print 'Ordered', 'Backordered', and 'Shipped'... Comment by Pauline Cac-Oracle Nov 26, 2019 9:29PM

Hi @"Allllan", I agree with @"Michelle Jabanes-Oracle"'s suggestion, you may use the steps below as reference in implementing it on your existing workflow. In the sample below, the Case record is automatically created and associated after the Sales Order has been saved. * To create the a custom transaction body field that…

in Attaching a Case to a Sales Order? Comment by Pauline Cac-Oracle Nov 26, 2019 5:28PM

Hi @"rmaher", Upon further investigation, it is a current limitation of Netsuite and there's an existing enhancement (Enhancement 327319 - Scriptable Template > Unable to pull up sublist from a Custom Record using <#list customRecord.recmachcustrecord8 as sublistItem>) currently logged for this request. You may vote for…

in Email custom sublist from case record. Comment by Pauline Cac-Oracle Nov 25, 2019 4:57PM

Hi @"lilywu", Upon further investigation, the fields are not being pulled on the Advanced PDF/HTML Template. As an alternate solution, you may create a custom transaction line fields for Transfer Price and Amount applied to your Item Fulfillment and a user event script will pull the value from the related Transfer Order…

in How to display Transfer Price/Item Rate in Packing Slip advanced pdf template Comment by Pauline Cac-Oracle Nov 22, 2019 1:54PM

You're welcome, @"kimt" @"Pauline Joy Cac-Oracle"

in Emailing From a Task Form Comment by Pauline Cac-Oracle Nov 22, 2019 12:38PM

Hi @"lilywu", In addition to @"Mikko De La Fuente-Oracle"'s suggestion, you may also use workflow in disabling the Item Name/Number field when updating an item record. Below is a sample workflow you may use as reference. On State 1, add a Set Field Display Type workflow action to set the Item Name/Number to disabled.…

in What's the best way to make Item Number field NOT editable after a Item record is created and saved? Comment by Pauline Cac-Oracle Nov 20, 2019 5:54PM

Hi @"3989173", The Email Address type of custom field is only accepting one valid email address by design when entered manually thus, it returns Please enter a valid email address. message when you manually entered test@gmail.com;test123@gmail.com on the custom field. As an alternate solution, a formula is used to…

in How to send approved invoice pdf copy to multiple recipients using a workflow? Comment by Pauline Cac-Oracle Nov 20, 2019 5:20PM

Hi @"3967582", This is possible. Here's a sample workflow setup you may use as reference when implementing it on your end. In the example below, the Memo field value should be carried over to the Event record created from the Estimate record. Here's the workflow setup I created on my test account. The value from the Memo…

in If you are in a customer record and click the "create new event", can you make it so the information Comment by Pauline Cac-Oracle Nov 19, 2019 1:00PM

You're welcome, New_44789

in How to reference a locked field via a custom field Comment by Pauline Cac-Oracle Nov 18, 2019 7:37PM

Hi New_44789, Since the workflow is executed on Testing release status, the value on the new custom field (Annual Salary $) will only be displayed on your Administrator and Financial Controller roles. The Execute As Admin forces the system to execute the workflow as a user with administrator role so the workflow should run…

in How to reference a locked field via a custom field Comment by Pauline Cac-Oracle Nov 18, 2019 3:19PM

Hi NS_YB, Can you confirm if there's a field selected on the Custom Sublist page for the sublist added on the Campaign record? @"Pauline Joy Cac-Oracle"

in sublist filtered on a campaign Comment by Pauline Cac-Oracle Nov 18, 2019 2:16PM

Hi NS_YB, Assuming that you have a custom field with List/Record of Campaign on your Opportunity form with the same setup below, we can use this as the filter of the saved search used for the custom sublist. Here's the setup of the saved search I created on my end to show all the opportunity record associated to a specific…

in sublist filtered on a campaign Comment by Pauline Cac-Oracle Nov 15, 2019 9:23PM

Hi @"MSStoke", You may also try creating an if else statement directly on the advanced PDF template source code to check the country of the shipping address and display the corresponding text on the printed invoice. The feature to pull the value of each fields on the address (e.g. Country, State, Zip) has only been…

in Commercial Invoice Comment by Pauline Cac-Oracle Nov 14, 2019 1:49PM

Hi @"kimt", Here's a sample workflow you may use as reference if you want the email sent after the task has been created to also be viewed on the Customer record. * Workflow setup * Send Email workflow action that will send an email to the employee when the record is saved * Send Email workflow action that will send an…

in Emailing From a Task Form Comment by Pauline Cac-Oracle Nov 13, 2019 7:33PM

Hi @"3968939", Adding border on the printed item label is only possible through customizing Item Advanced PDF/HTML Template. You may follow the SuiteAnswers ID: 74420 - Add Border Lines on the Sides of the Table in Advanced PDF/HTML Template linked by Mikko to add the border on the template. * To use the advanced template…

in Printing Item Barcode Labels With a Border Comment by Pauline Cac-Oracle Nov 13, 2019 5:04PM

Hi @"New_44789", If the Administrator role has access to the locked custom field, I suggest we implement a workflow that will set the value of another custom field to the value of the locked. Assuming that setup of the locked field is the same as the screenshot below: You may create another custom field with the setup…

in How to reference a locked field via a custom field Comment by Pauline Cac-Oracle Nov 13, 2019 3:13PM

Hi @"PaulFleetwood", In addition to @"Mikko De La Fuente-Oracle"'s suggestion, you may also use a scheduled workflow to send an email to the assignee of the task record due on a specific day. The Send Email workflow action can include the link to the task record on the email and the body of the email could be customize…

in Is it possible to customise the Task Reminder email Comment by Pauline Cac-Oracle Nov 13, 2019 12:45PM

Hi New_44789, Is the Administrator role also not added on the Access tab of the custom field? Assuming that the custom field access is set as below and locked from the bundle setup, the workflow won't be able to copy the value from this field and set it on another field specially if the role is not given a permission on…

in How to reference a locked field via a custom field Comment by Pauline Cac-Oracle Nov 12, 2019 1:51PM

Hi @"5d280e4b-3082-48ec-8767-6655081cec0e", May we ask for the screenshot/s of the custom line fields' setup? Please remove any confidential information. Thank you. @"Pauline Joy Cac-Oracle"

in Netsuite While editing line item it automatically removes the dependent dropdown list value that are Comment by Pauline Cac-Oracle Nov 11, 2019 1:32PM

Hi @"Martha Hakes", Do you receive any error messages via email when executing the workflow? Can you try setting the recipient to the email address set on the Customer record and see if this will work? Below is the setup of the Send Email workflow action on my end. @"Pauline Joy Cac-Oracle"

in Workflow to email statements Comment by Pauline Cac-Oracle Nov 11, 2019 1:31PM

Hi @"Martha Hakes", It is best to use Entry on Trigger On as the action will be executed once the scheduled time has been reached and the upon entering the state where the action is added. You may use SuiteAnswers ID: 40596 - Workflow Triggers as reference. Here's the setup of the workflow on my end. I was able to receive…

in Workflow to email statements Comment by Pauline Cac-Oracle Nov 11, 2019 12:12PM

Pauline Cac-Oracle · SuiteBuilder Support · Silver Trophy

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