Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Custom form per entity stage?? (lead/prospect/customer)
As far as I can tell, there is no way in NS to assign a default form per entity stage (lead/prospect/customer). Of course we can default per role etc, but not per the entities stage...
Our sales VP requires a separate set of fields per stage, so I have come up with the script below-- essentially it checks the 'entitystatus' (because stage is not a field), and it assigns one of three custom forms according to the result. It is set up for the 'view' of leads, prospects and customers on beforeload...
The issue is that when somebody clicks 'save', the form saves but they are returned back to edit mode... Any idea as to how I could fix this?