Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Community Poll: What sort of content would you like to see more of?

How to block creation of records via Quick Add Portlet?

edited Nov 25, 2022 7:11AM in Ask A Guru 4 comments

Hi all,

I have prevented users from creating Prospects and Customers so only Leads can be entered into the system and then converted.

I have a return user error workflow on create of prospects and customers. However, users are getting around this with the Quick Add portlet.

How can I stop this from happening. or how can I just block the Quick Add portlet as it causes lots of problems for records with workflows and scripts.



Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


Community Whiz

Quarter 2 ((Apr-Jun 2024) )

This Week's Leaders

This Month's Leaders

All Time Leaders