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!
Restrict users from viewing customer records and related transactions that are older than five years
Has anyone addressed something like this through scripting, workflows, or any other configuration? I’d appreciate any insights or approaches that worked or you think would best work.
Customer records should remain visible, but when navigating into the related records (e.g., through the "Transactions" tab on a customer record), any associated transactions older than five years should be completely hidden from view.
0