Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
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!
NSC | Workflow - Remove Email action
In our previous article, NSC | Custom Form - Remove Email action, we learned how to hide the Email action using a Custom Form.
However, some companies may prefer to use a single Custom Form instead of maintaining multiple forms per role. This article will guide you through the process of accomplishing this using a Workflow.
Create the Workflow:
Navigate to Customization > Workflows > Workflows > New
On the Workflow setup page, set the following fields below:
- Name: <Set the name of your Workflow here>
- Record Type: Transaction
- Sub Types: Invoice
- Execute as Admin: Checked
- Release Status: Released
- Keep Instance and History: Always
0