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Re: Sales Rep Limited View on Customer Records They Don't Own
Thanks for the additional details. I confirmed that the "Before Record Load" trigger doesn't work. Can you open a support case and ask them to investigate? If you change the trigger to…1 -
Re: How to remove the Expiration Date field from the Inventory Detail pop-up?
The script doesn't need to supersede the ALN script. It can run its own action of hiding the Expiration Date field. I haven't done this exact customization for my customers and am unsure ho…2 -
Re: Add Custom segment to header level of Allocation Schedule
Hey @User_JJC0O, Natively, a Custom Segment can only be added to Allocation Schedule lines. Did you try to achieve the same Allocation by having the Custom Segment on the Line? You may need to create…1 -
Re: How to remove the Expiration Date field from the Inventory Detail pop-up?
Hey @JonahMc, The SuiteApp adds a record called Lot Number Record. See if you can hide the "Expiration Date" field there and if that would resolve the issue. If this doesn't work, then…2 -
Re: Copy Existing Quote to New Quote Form
Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to…1