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Re: Exporting expense report attacments
Thanks for the replies on this so far. I'm getting the idea that what I want to do isn't possible, which is really surprising. So just to make sure, @Angela Bayliss, @Stephen Lemp, @Jeanne Padilla-Oracle, I can view all of the expense reports and see which ones have scanned receipts attached. I want to download everything. I can create a pdf of the expense reports, but the receipts aren't visible in the pdf. I can open an expense report and download the attached scanned receipt, but that's a one-at-a-time thing, there isn't a bulk action to do that.
And even inside an expense envelope, when viewing the receipt line items with attachments, there isn't a way to download everything.
So based on what you all have already said, that really is it. There is no way to just export/download everything at once. Is that correct?
Re: Make Custom Checkbox Field Mandatory
Hi @User_BD08X
By default, the Mandatory option is disabled for checkbox type fields. This is due to how the system handles Boolean logic. A checkbox field can never be empty or null in the backend database. It is always either True (checked) or False (unchecked). In this context, an unchecked state represents a "False" value rather than a missing one.
If your goal is to force a user to check the box, you can use a Workflow or a scripted solution. Alternatively, you could use a Dropdown field with "Yes/No" values and set that to mandatory.
I hope this clarifies your concern!
Re: Is there a rollback method available in SuiteFlow?
Hi @Jet Zhang
As mentioned above, there is no rollback feature in NetSuite workflows. If your workflow is not behaving as expected, you need to find the root cause manually and fix it. Also, you have to manually revert any actions performed by the workflow. Yeah, it’s painful, but we have to live with it. So, make sure to do thorough testing and confirm that your workflow is ready before going live.
Re: Is there a rollback method available in SuiteFlow?
Hi @Jet Zhang
No, NetSuite does not have a native "Rollback" to automatically reverse SuiteFlow actions or states. Once a workflow executes actions and saves a record, those changes are committed to the database.
You can manually change the WF Approval Status field to Approved.
Re: Is MFA really necessary for a community forum?
Agree with this. It's very painful tasks. At lease they should simplify the process. Something like remembering the device at lease 30 or 60 days.
NSC | How to Calculate Record Count and display through Dashboard or Custom Field
In NetSuite, you may need to display the number of related records (e.g., number of transactions for a customer or number of child records). This can be achieved using a custom field with a saved search or summary logic.
This article explains common approaches to calculate and display record counts.
What is a Record Count Field?
A record count field displays the number of related records linked to a parent record.
Examples:
- Number of Sales Orders per Customer
- Number of Contacts per Customer
- Number of child records in a custom record
Approach 1: Using a Saved Search
This is the most common and flexible method.
Step 1: Create a Saved Search
- Go to: Reports > Saved Searches > All Saved Searches > New
- Select the appropriate record type (e.g., Transaction, Contact, Custom Record)
Step 2: Define Criteria
- Under Criteria subtab > Add filters to return only relevant records
Example:
- Type = Sales Order
- Main Line = True
Step 3: Set Results with Summary
- Go to the Results tab
- Add:
- Field: Internal ID (or any field)
- Summary Type: Count
- Add a Group field:
- Example: Customer (to group results per customer)
- If you will be using it for Dashboard View, Sublist View, or Reminders make sure to check this boxes:
Step 4: Save the Search
Give it a clear name (e.g., “Sales Order Count per Customer”).
Step 5: Display the Count
You can display the result using:
- A Custom Search portlet on the dashboard
- A Custom Sublist (via custom record or scripting)
- A Field sourcing approach (limited use case)
In this example we will use a Custom Search portlet
Upon clicking setup > Select your created Search and name your Custom Search Portlet on the Title field
Important Notes
- There is no native “count field” that dynamically updates without saved search or scripting
- Real-time counts require:
- Saved search (view-based) or
- Script (stored value)
Best Practices
- Use saved searches for reporting and dashboards
- Use scripts only when the count must be stored on the record
- Avoid heavy scripts on large datasets
- Test performance in Sandbox
Summary
To calculate record counts in NetSuite, the recommended approach is to use a saved search with summary type “Count.” For storing the value directly on a record, scripting may be required. Choosing the right method depends on whether you need a display-only count or a stored value.
Re: Multi Session (Enable Feature)
Hi @User_JNRWJ,
After enabling the feature, you will need to go into all the roles assigned to a user and change TWO-FACTOR AUTHENTICATION to REQUIRED. They will to set up an authenticator to work with NetSuite.
From 2026.1.0 Release Notes:
Hope this helps,
John
Re: Is anyone having a time discrepancy in their 2026.1 upgrade notification emails?
Thank you, @Todd N Niedringhaus.
In addition, the Customer-Scheduled Maintenance page shows all dates and times using the time zone you set in User Preferences.
Maintenance notifications use the date and time format and time zone recipients set in their User Preferences.
For reference, please see SuiteAnswers ID: 95187 Customer-Scheduled Maintenance FAQ.
Is MFA really necessary for a community forum?
I just wanted to post on here that I have found my use of this forum has dropped significantly in recent weeks - simply because I can't be bothered to go through the MFA login each time I want to look for answers (or ask questions).
I find myself using other resources simply because they are quicker to access.
Is MFA really necessary for a community forum?
Re: Saved Search for Vendors and Customer
Hi @Elina Kourouzidou
Hi, Assuming you want to retrieve Customers (same applies for Vendors) linked to specific subsidiaries in Oracle NetSuite, there are two approaches:
Method 1: Customer Saved Search
Create a saved search on the Customer record and apply filters on joined “Subsidiary Field” field. Downside of this method would be you can not filter multiple subsidiaries. Also you have enter the sub name within % (Ex: %SubA%) if you have parent/child relationship
Method 2:
The second and more straightforward approach is to create the saved search on the “Customer–Subsidiary Relationship” record. This record represents the underlying mapping between customers and subsidiaries and returns one row per relationship, covering both primary and secondary subsidiaries automatically. As a result, it allows you to filter multiple subsidiaries easily and provides a more reliable dataset for reporting or exports.
In practice, the second method is generally recommended