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NSC | Set Fields as Inline Under Financial Tab on Customer Record on Specific Role

edited Oct 26, 2022 10:39PM in SuiteCloud / Customization

It is a standard behavior that the Fields under the Financial tab on the Customer Record are editable. Create a Workflow in order to set this to Inline depending on a specific Custom Role.

1. Navigate to Customization > Workflow > Workflows > New

2. Basic Information:

○ Name: Enter Set Inline for Financial tab

○ Record Type: Select Customer

○ Sub Types: Select Customer

○ Execute As Admin: Enter Checkmark

○ Release Status: Select Released

○ Initiation: Select Event Based

3. Event Definition:

On Create: Enter Checkmark

On View or Update: Enter Checkmark

○ Trigger Type: Select -All-

4. Click Save

5. Click State 1

6. Bottom right corner: Click New Action

7. Click Set Field Display Type

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