Angelica Mae Segador-Oracle Silver Crown

Hi @Lee Ann R , I’m glad you were able to locate the “Main Line” field and double-check for duplicate lines—those are both key troubleshooting steps. It sounds like you’ve been really thorough in testing formulas and filter options. Since your counts for the scrap locations still aren’t matching, filing a support case is…

Hi @Jet Zhang, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @User_IM2YY, I completely agree with Angela—using the SuiteApprovals SuiteApp makes routing approvals to department approvers much simpler than managing custom workflows. Once you install SuiteApprovals, you can access the setup assistant (under Setup > Approval Process Management) to configure approval rules quickly,…

Hi @BryanV, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @User_5FWNK, Have you seen the comments above? If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @Lyssa, Have you seen Angela's comment? Let us know if it helps. Thank you! -Angelica

Hi @User_WA9MO, I understand you’d like to disable or restrict interactions with a custom record at the line level when users are creating, editing, or removing lines. In NetSuite, unfortunately, there isn’t a built-in setting or checkbox in the UI that lets you specifically control line-level access for custom record…

Hi @User_PCF01, Have you seen the latest comment? If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @Elizabeth W., glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @TOSSWARE, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @User_V05N1 ,glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

We are now closing today’s session. We hope to see you in the next #AskAGuruLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAGuruLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a good one, everyone! 🎉

Tip #3 You can make frequently used custom fields show up first on forms. Go to Customization > Forms > [Edit your form]. On the Screen Fields tab, use the arrows or drag-and-drop to move important fields to the top. This saves time for users by putting the most important information front and center.

Tip #2 Want to add clear instructions to your custom fields? When creating or editing a custom field, fill out the Help text box. Users will see this description as a tooltip when they hover over or click the field label—great for reducing mistakes and confusion!

Hi @Robert Nedelkow-Oracle, Thank you for joining our session! Yes, this is related to your permissions. Standard sales roles usually do not have access to view, create, or edit custom segment definitions. You may need additional permissions or a different role to manage custom segments. Consider reaching out to your…

Tip #1: You can quickly filter and check who created a custom list item for easier review and management. Go to Customization > Lists, Records, & Fields > Lists. In the list of custom lists, click the Filter button. You’ll see a dropdown menu that lets you filter by Owner or by the Bundle the list is associated with. Use…

Hi Bryan, Thank you for reaching out and providing such a clear explanation of your payroll situation—that definitely sounds frustrating, and you’re right, SuitePeople Payroll should be able to help automate this! Unfortunately, right now SuitePeople Payroll applies benefit deductions based on each payroll run rather than…

Hi @Red9, Thank you for your update and for sharing how you’ve handled this so far! Training your team when to use the “Technician/Employee Name” field is definitely a solid workaround if a script isn’t an option right now. Many users start this way, and it can work well as long as everyone understands the process. If you…

Hi @Martin Lodovico GCNA/Raymo usa , Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @User_IM2YY Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @Jet Zhang, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @Lee Ann R, Thank you for sharing those screenshots and details—that’s really helpful! About the “Main Line” filter: In some saved searches, the Main Line filter might be listed as “Transaction: Main Line.” Try searching for “Main” or “Transaction” in your filter options—sometimes it’s hidden until you type it in the…

Hello @Jayben Fung. Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @Jayben Fung, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!

Hi @User_S6FVQ, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Jo_M, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Red9, Glad to hear you got the field working on your line item! That’s the right approach—using a script to show the custom field only when the “Customer Labor” service item is selected. This should make tracking the technician/employee much easier and help keep your records organized for payroll. If the answers here…

Hi @Martin Lodovico GCNA/Raymo usa , Thanks for clarifying your needs! NetSuite doesn’t provide downloadable HTML templates for online forms, but you can make your own easily using basic HTML. Here’s an example of a simple lead form template you can start with—just update the name attributes to match your NetSuite field…

Hi @User_IM2YY To route approvals to departments instead of supervisors, SuiteApprovals is the most flexible option. You can assign a department approver and set up routing rules based on department and your 10% tolerance. If you’re not using SuiteApprovals, you’ll need a custom workflow to base approval routing on the…

Hi @Jet Zhang Great question! While NetSuite doesn’t natively print the filter values in the report header for saved searches, here are some practical ways to work around this: Option 1: Add Filter Columns to Results Wherever possible, add the fields you’re filtering on (such as “Service Unit,” “Bank A/C,” or “Date”)…