Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @Yanie Carpen-Jcurve I would like to confirm the following to isolate the issue. 1. How does the user run the search? Is it through a direct link, or can the user run it from the list of saved searches? 2. Does the user have access to the specific record in question? What type of record is it? 3. Who owns the search?…

Hi @Vernita, Did it work on your end? Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn points and may…

Hi @PaulFleetwood, I'd like to follow up on this thread. I am interested to know if there is a script running in the background.

Hola @User_HPP0V, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir…

Hi User_NG5TG, This is an enhancement filed under #412173 Transaction Saved Search > include Status field with ID {entitystatus} of Opportunity and Estimate record on Transaction Saved Search. As a workaround, use a Formula (Text) = {entitystatus} is not Lost Opportunity, On Hold, Order Received. I hope this helps.

Hi @User_ZCWF3, Could you please confirm if you have access to the specific transaction record in question? What kind of transaction it is? I wanted to ask if your saved search runs unrestricted? One possible reason is that the record is restricted and your search runs unrestricted, which is why it appears on the search.

Hello @Ivan Babiichuk, Is this a scheduled report or does someone run the report for you? I'd like to know how this report was setup. You can enter this email address at Home > Set Preferences > General subtab > User Profile section > From Email Address field. If this field is blank, your NetSuite login email address is…

Hi Edwards_05, This is filed under Enhancement #356372 Setup > Users/Roles > Manage Roles > Create a new or Edit an existing role > Include restrictions using custom segments. While I was reviewing the available options, I didn't come across an option to rename the record. I hope you spare some time to vote for the…

Hi @Vernita I suggest using the URL from the File Cabinet. This worked in my testing.

Hi @PaulFleetwood Interesting. Is this a custom Entry form? Have you tried using a standard entry form when creating a test customer record? I am thinking that there is a script that triggers the uneditable sales rep field in this form. Navigate to Customization > Scripting > Scripted Records > Click View beside the…

Hi @tech work I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @User_PME3F, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Yanie Carpen-Jcurve I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You…

Hi User_BX60L, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Melissa H, Please feel free to update this thread if the issue occurs and provide us the details previously requested.

Hi @tech work Your Custom Sales Center role must have Publish Dashboard permission. Once provisioned, login using the Sales Center role and go to Home > Settings > Click Publish Dashboard. I hope this works.

Hi @User_PME3F, Can you please clear your browser's cache and check if you encounter the same error?

Hello Kedalene, Thank you for creating this thread. It seems this thread is duplicate of the thread: How to set Parent Account as Subaccount of? Cannot select it. Please note, we will communicate on that thread as it has the same topic of discussion.

Hi User_BX60L, It seems that you want to personalized the search form. To do this, go to Reports > New Search > Issue > ensure that the Use Advanced Search box is not checked, and click Personalize Search. For reference, please see SuiteAnswers ID: 8416| Personalizing a Search Form. I hope this helps. 

Hi @Yanie Carpen-Jcurve Thank you for your clarification. I would like to confirm if he is using the default admin role and not a custom role with Core Administration Permissions enabled or a bundle.

Hi @User_ZCWF3 Can you please share the criteria for this search?

Some reasons why a KPI portlet disappears in dashbboard if it has permissions, saved searches, or preferences are being modified. Can you please provide the following? Is the user using an Android or iOS device? Are all the KPIs completely missing, or did the user miss any expected KPIs? What is the total number of KPIs…

Hi @Edwards_05, You might want to check the bundle in the Custom Administrator - No 2FA | Bundle ID: 249470 in SuiteAnswers ID 75712 | Create Customized Administrator Role. This role cannot assign roles to employees or add permissions; however, they can edit the access level of the permissions when they go to Setup >…

Hi @PaulFleetwood The roles that are unable to modify the Sales Rep field may have a custom view assigned to the Custom Entry Form. Go to Customization > Forms > Entry Forms and select the Custom Entity Form. In your custom form, select Edit > Sublists > Sales Team. Let us know if there is another Sales Team sublist…

Hi @shirley.zhao, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi Dmitry Koroliov-Oracle, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You…

Hi @User_7MHGN, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @ConfusedNetSuiteUser, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You…

Hi @User_AB6UH, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @JohanvL, How did you put up the naming structure for your item names? Are "id" and "name" on the same field?