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PDF file received form an online form won't set in a document field on custom record
We receive files from customers via an online external form and use a suitelet to process the information and save it to a custom record. The files are first saved to Netsuite file cabinet then the file id is used to populate the document field on the custom record. when this file is a jpg or png the field is populated and…
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Restrict File Cabinet Access While Allowing File Attachments and Viewing on Transactions and Records
Currently, in NetSuite, any user with the Documents and Files permission can access the File Cabinet directly. Our requirement is different: Users should be able to attach files to Transactions, Custom Records, and Standard Records. However, they should not be able to access or browse the File Cabinet directly. In other…
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Disallow File Type Upload
Is there any way to disallow files of a certain type (.msg) from being uploaded in our file cabinet (and dragged/dropped onto certain records, like the vendor bill)?
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Need to Default Folder in "New File" Upload Screen Based on Subsidiary
Hi We need to ensure that files uploaded through the "New File" button (accessed via Communication > Files > New File on transactions) are saved in the correct folder based on the subsidiary of the employee/user uploading the file. Navigation: The "New File" screen is accessed from a transaction (e.g., Vendor Bill,…
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File Cabinet Folder access by Dynamic Group does not work
I have created several Dynamic Groups of Employees using specific criteria applied to the employee records. For example, one group of Employees should have "ALL" documents access. However, when I set the "Restrict by Group" to my dynamic group, no one in the group has access to those folders anymore- even though they are a…
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Control File permissions
How to associate file permission control with record permissions? It is unreasonable for a user who does not have permission for the record to have permission for the attachment of the record
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Employee unable to see Communication > Files on customer record
I have an employee who is unable to even see the files section on a customer record. They have full access to the file cabinet, other emplyees are able to see it, no role differences, full access to docs and files. The forms are the same, can see the files section as the other role and admin of course. The files section is…
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NetSuite Custom API for Publish Attachment
Greeting Gurus, i have my script to push attachment and then tie it to a given JournalEntry /** @NApiVersion 2.1 if (!fileName || typeof fileName !== 'string') { throw error.create({ name: 'INVALID_FILENAME', message: 'Invalid or missing filename' }); } const extension = fileName.split('.').pop().toLowerCase();…
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New to NetSuite | Unable to Edit a Default Folder in File Cabinet
The File Cabinet is a centralized repository where users can store, manage, and organize documents and files. It functions similarly to a file storage system on a computer, but it is integrated into the NetSuite platform, allowing for easy access across various users and departments within an organization. Customers may…
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Create Exception Report: Vendor Bills with no attachments
Hello All, I'm looking to build an "Exception report," of sorts. I would like it to show me all of the bills that have been created during a period of time, but do not have a file attachment under the "Communication" tab. My Accounts Payable processor sometimes forgets to attach a copy of the invoice or other…