-
NSC | SuiteQL: Using Outer Join to Get the Assigned Employee’s Full Name in the Task Table
Here is a sample query that retrieves the task records columns from the task table and sources the employee’s full name by concatenating the firstname and lastname fields from the employee table using outer join to display the assigned employee’s full name instead of their internal ID. SELECT task.title, employee.firstname…
-
Can you create an email mail merge with Task Records?
Hi There I was wondering if it is possible to create an email template for a task record? I have tried the following though am getting an error: thanks
-
Restrictions for a project
Hi Guru's, Is it possible to close a number of projects so that only a few people can edit this project (and the tasks) but that everyone can view the project. We have 2 projects where the resources are fixed and it is not the intention that employees can change the project or tasks. Changes can only be requested from a…
-
Why task.checkStatus throws error INVALID_TASK_TYPE?
I have created/submitted a task for CSV Import in SuiteScript 1.0. When I am trying to get a status of the task(from another script developed in SuiteScript 2.1) using the task ID(got from above script), I am getting "INVALID_TASK_TYPE" error. Below is the code I am using: let csvTaskStatus = task.checkStatus({ taskId:…
-
Why GET response does not contain some of fields in Customer and Task Record via REST WS?
Hi, I'm using SuiteTalk REST Web Services. I have updated Last Sales Date field of a customer record with a non-empty value using POSTMAN. The PATCH response returned 204 No Content, indicating the update was successful. However, when I sent a GET request to retrieve that same record, the response does not contain Last…
-
CRM Task: "Assign to" default reset to blank
Question: We are having difficulty with changing the user as the defaulted "assign to" person in a new CRM Task. Can we leave the field blank (by default), enter the remaining data, then when saved, error message displays that not all required fields have been fulfilled. This will prompt the user to remember to "Assign"…
-
Task Workflow from Opportunity - set transaction issue
I have created a workflow to create a task when a new opportunity is created. As a whole the workflow is doing what it should. The task is getting created with most of the relvant details. However I cannot get it to set the transaction on the task as the current opportunity. When setting the Field as Transaction, neither…
-
Creating 1 task per day based on Saved Search / Workflow, but more tasks created than expected.
I've got a weird one here. We've created a Saved Transaction Search in combination with a Workflow to create a task when a customer replies to an e-mail sent from NetSuite. Every 30 minutes should be a check if there is any e-mail on the transaction with the subject "Re:". Then create a task if there isn't a task already.…
-
Contact record not pulling through on Create New Task from the contact Record or From Log Phone Call
My sales folks are bringing up a possible issue that has popped up. It seems that when New Task or New Call is pressed from the contact record it is no longer populating the contact in the related record for the task or call. It is populating the company, but not the contact. We've made no changes to this that I know of…
-
Workflow to create task does not end
Hi there! I have created a workflow that automatically creates a task under a sales order when a box is checked on that sales order. Note that this box will be checked quite a while after initial creation of the sales order. For that reason, I have this initiating upon both create and view or update. The workflow is…