Jack Daryl Espiel-Oracle Gold Crown

Hi @BM136, Currently, applying HTML to Custom Field Help including Text Formatting does not work due to a possible defect. See my reply below in a related thread: With the above said, if you must use the feature, it is recommended to file a case to NetSuite Customer Support to report the issue since the fix for this could…

Thanks for the additional details @Umair_. Upon checking, the method you used in creating the template will produce the same result as clicking the New Template button on a specific search since the Template Setup page will ask you to select a search according to SuiteAnswers Article 63077. See screenshot below: As for the…

Thanks for providing the requested data @Liz Madrid, Can you try uploading and setting that same logo you shared in the Logo field on the Sales Order Form? See sample screenshots below: Hope this helps. If you find this reply to your question useful, others might be as well. By clicking “Yes” on “Did this answer your…

Hi @Liz Madrid, Just to be sure, can you share here the new logo image that you used? -Jack

Thank you for sharing your solution in the community @farrago! It would be really helpful for other members who also need it ? -Jack

Greetings @Peter_Shun_Li_22, It seems that the feature of applying HTML formatting to Custom Labels was removed, which started in NetSuite 2020.2 since its use is not intended as per system design according to our engineers. The following Enhancement Request has been filed to bring back the functionality: Enhancement…

Thank you for the additional details below you provided in your reply email @Umair_ Hi Jack Actually I would like to bring that link into the template dynamically. For example once the filters etc are set on saved search the link is updated with those details, as soon as the print button it pressed that should bring the…

Thanks for confirming @Umair_. If you need the Saved Search URL to show as a clickable link, the following are 2 ways to do it: 1. HTML Anchor Tag <a href="[Insert Saved Search URL Here]">[Insert Link Text Here]</a> 2. NetSuite Freemarker Formatting Method (No Link Text. The URL itself will be shown as a link.)…

Hi @Liz Madrid, Thank you for the update. It seems that the logo image is not the issue. Let us investigate this further on our end. We will get back to you with our findings. -Jack

Greetings @Umair_, The user that views the generated document from the Advanced Template would have to login into your NetSuite account to access the results of the search since Saved Searches don't have the Available Without Login option. Those that don't have access to your account cannot view the search results. With…

You can upload a new logo image to NetSuite by selecting - New - in the Company Logo (Forms) field then specify the details in the File window that will pop up. See screenshots below: Hope this helps. -Jack

Based on your screenshot, it seems that the Transaction Document is shown as an Attachment on the Email Client (e.g. Outlook). As I previously mentioned, the template being used according to the screenshot of your Sales Order Form (see below) is the built-in Classic HTML Transaction Layout which is the original unmodified…

Greetings @Sree A, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Mikko De La Fuente-Oracle, @Erick Dela Rosa-Oracle, and @Jeff Pineda-Oracle who might be able to help you out on this one. To others who have any ideas, feel free to share them here. -Jack

Thanks again for providing the requested information @Liz Madrid. Based on your settings, it seems that you're using the built-in Classic HTML Transaction Layout which is unmodified. Another thing to confirm, is the Email Contents and the HTML Transaction Document merged in the email body (See screenshot ① below) or are…

Thanks for providing additional details @Liz Madrid. We would also like to request the following additional information as well: On Home > Set Preferences > Transactions subtab > Printing section, what is the value of the Transaction Email Attachment Format? See sample screenshot below: -Jack

Greetings @Liz Madrid, We would like to request the following additional information for us to give you the location for the correct type of template: 1. What is the Printing Type that is set on the Preferred Sales Order Form? See sample screenshot below: 2. If the Printing Type is Basic, on Home > Set Preferences >…

You're very welcome @Tybrneryan. Glad that the debugging method I suggested helped ? -Jack

Thanks for the additional details @Tybrneryan. Can you try setting the Condition on the Action(s), not on the Workflow? Then, mark the Enable Logging option and set Keep Instance and History to Always. With the above settings, try executing the workflow on a record then check the Workflow Logs under System Information…

Hi @Tybrneryan, Checking your formula, it appears to be correct. Are there any errors shown with the use of your formula? -Jack

Greetings @Sonics, You can move the contents of one subtab to another using the Move Elements Between Subtabs option in the Custom Form. See screenshots below: Result: Note: Subtabs without any fields/sublists under it will be never displayed on the form. Hope this helps. If you find this reply to your question useful,…

Greetings @User_LYA61, Here are the possible options in NetSuite to migrate data from one environment to another: For Standard Objects (Transactions, Entities, Items, Custom Records, etc.): CSV Export & Import Exporting Saved Search Results to CSV & CSV Import Additional Import and Export Options For Non-Standard Objects…

We understand that you do not want to start template customization from scratch. However, there is no way of converting Basic PDF Templates to Advanced Templates due to their original nature. These features are completely different, the Advanced PDF/HTML templates primarily make use of HTML, CSS, and Freemarker codes to…

Greetings @Jay Schwausch, Upon checking on this, it seems that the only available fields as Available Filters are fields that can be selected on the sublist under Criteria and Results subtabs. Max Results is not included in the selectable fields. I haven't found any related Enhancement Requests for this, so feel free to…

Greetings @ChrisH, Your assumption is correct. Basic Templates do not support printing Non-Store Value Fields. However, Advanced PDF/HTML Templates support it. Since Basic Templates is being deprecated in favor of Advanced Templates, there are no plans to implement support in the future. See the screenshot below taken from…

Greetings @vti, Testing on this, it seems that the Related Records > Transactions sublist in Employee Records has an internal filter that cannot be disabled even when you customize the sublist view, that displays only the Transactions that are directly assigned to the employee. For example, the employee is assigned on the…

Thanks for the additional details @User_JZWW7 , Based on your findings, certain Custom Field(s) could be the cause of the issue. If you suspect a certain field(s) to be the culprit, you can try hiding those from the Custom Form by unmarking the Show checkbox for those field(s) one by one under the Fields and Sublist Fields…

Greetings @User_JZWW7, Does the issue still persists when using the Standard Project Form? If not, it could be caused by a Form Level Client Script on the Custom Form. To check the Custom Form, open its settings by navigating to Customize > Customize Form while the Custom Form is selected on the Project. Then, go to the…

Greetings @Tybrneryan, You are correct in using AND/OR expressions for combining conditions. As for checking the value of Checkbox fields, append .id after the Field ID when referencing the field (e.g. {fieldID.id}='F'). The following formula should meet your requirement: {subtotal}<=500.00 AND {custitem5.id}='F' Hope this…

Hi @BWM- Shem, The suggested solution will work in any Approval Workflow as long as there are Pending Approval and Reject States. To create a New Transition from Pending Approval to Reject States, drag the handle from the Source State to the Destination State. See animated image below: Hope this helps. If you find this…

Hi @User_QBY0F, Since the Scheduled Workflow will be running on Contact Records, the only Search Type that will be accepted by the workflow is Contact Search. With that said, because Contact Records are not directly linked to Transaction Records unlike Customer Records, the search would require multiple levels of joins of…