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Advanced Partner Center (APC) - Tasks and Custom Records
Hi all, I can't seem to see Tasks assigned to Employees in a Case when using the APC role. When I go to the specific URL, I can access the Task record no problem (using the APC role), but when I'm in the Case record, I cannot see any Tasks except those that the APC role created. How can I show all Tasks linked to the Case…
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Custom record - how to set list/record to a specific transaction
Hi NetSuite Gurus, I created a custom record and wanted to link it to Item Fulfillment record. I set up a field as below and checked on 'Record is parent'. However, in the List/Record, I don't see the specific record as Item Fulfillment in the list, there is only Transaction in the list. Therefore, this custom record…
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workflow to update custom record field on schedule
Hello - I have created a custom record that is child to the sales order record. Within the record there are fields for its parent sales order and an invoice. I would like to have a workflow that runs daily to see if an invoice has been created for its Sales order and populates the Invoice field on the custom record with…
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Could not find Activities while specifying links for custom record types
Hi team, While I'm editing my custom record type, I want to put the link under Activities tab. But I could not find "Activities" using Classic Center as the screenshot below. Any advice?
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File attachment option is missing in the customer center
Hi All, We have created a custom record and checked the “Allow Attachment” checkbox, and we gave full access to our customer center role. When we view this custom record from other roles, we can access the file attachment tab and attach files, but when we view it from the customer center role, the file attachment tab is…
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Custom Record for New Saved Search
I have created a customer record as a child of purchase orders. It has include in global search, include in search menu, and allow quick search enabled. I have the same record previously created in our Sandbox environment. In Sandbox, I see the record on the list of records to select for a new saved search, I don't in…
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Attachments and Custom Records
I want any and all files attached to a custom CMS to show up in a specified folder within the File Cabinet. Is there a way to specify which File Cabinet folder receives an attachment for a specific Custom Record? Thanks!
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Role Permissions not working on custom record
Hi There i have a custom record with the following set up: When I log in and use any of the roles 1-4, I have full access to the custom record (ability to delete, edit etc for view only roles): Why would that be the case? I don't have any global permissions on my user record Thanks
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NSC | Add Permissions in Custom List
There is a requirement to allow a Custom Role to edit a specific Custom List, without having the ability to edit other Custom Lists. Since Custom Lists do not have a Permission feature unlike Custom Records, a workaround is to convert the Custom List into a Custom Record. Once the Custom List was converted to a Custom…
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How to Create a Data Table in Custom Records
Hello, community leaders I want to create a data table just to access the data, I don't want to generate internal ids and other fields. Is there another way to create a data table?