Hello @User_KRYM4, Great to see you again. Thank you for creating another thread ? Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

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Hello @Strategit_Shunta4, It should work regardless if it is a Custom Field or a Standard Field. Since we are trying to source Tax Classification, I think we should set the List/Record field to Tax Classification as well. Just be careful in changing this field since it will remove existing data that is currently on the…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if creating a Body field instead of a Line field will be feasible on your end? Thank you. By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other…

Good day! Hope you are well. I would just like to follow up on this concern. May I ask a screenshot of the record with the field being tried to source? Thank you.

Hello @Strategit_Shunta4, Here is the setup of the Custom Field, I have used the Sales Order record and tried to source the Partner field from the Customer record. Here is the Sublist field which can be found in the Item sublist of the Sales Order record: Here is the Customer record that displays the correct value of…

Hello @Strategit_Shunta4, Have you tried removing the Source Filter By to check if it will work? I have tested this on my test account and it can source the value even if the Transaction Line Field is List/Record.

Hello, Good day! Hope you are well. Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community that might encounter the same…

Hello @Richard Lang, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Dirk Nieuwkamp, I don't think File Drag and Drop can be implemented on the Notes record since as per the SuiteAnswer article below: FAQ: File Drag and Drop SuiteApp What record types are supported? Record types with the Files subtab are supported. If the Files subtab is removed from a custom form, the Dropzone will…

Hello @Strategit_Shunta4, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…

Hello @Andie, As per testing, adding a separate column to display the Total Quantity and Total Rate is not achievable by Basic Customization. It seems like this can be done by using Scripts. For Basic Customization, what we can do is to create a Body field instead of a Line field that will display the Total Quantity and…

Hello @Dirk Nieuwkamp, To create a Custom Field for the Note record, kindly follow the steps below: Navigate to Customization > Lists, Records, & Fields > Other Record Fields > New Record Type: Select Note Label: Enter the name of the field Type: Select Document Click Save After creating the field, we need to customize the…

Hello @Andie Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to do…

Hello @User_3DN3Z, I am currently testing this on my end by locating the field Subitem on assembly record but cannot find it on my test account. May I ask a screenshot of the record with the field being tried to source? Thank you.

Hello @Dirk Nieuwkamp, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @User_GZ6F8 Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @ferb, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share your…

Hello @User_L3BFF, Welcome to the community! We are glad to have you here with us! To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @Strategit_Shunta4, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free…

Hello @User_3DN3Z, I hope you are doing well. Kindly try the following steps below: Navigate to Home > Set Preferences Under General tab > Defaults section > uncheck the Download PDF Files checkbox Click Save Note: When this preference is disabled, it will open a PDF document instead on the browser for user to print the…

Hello @PaulFleetwood, Based on my tests, creating a Custom Field as a placeholder for the Creator's Email Signature would be fitting on the current setup. After creating the Custom Field, we can use its Field ID on the Email Template to source the Email Signature. This is also the Alternate solution stated on Enhancement#…

Hello @faisalabdulmoid_39498, We can select the List/Record Type for the Custom Field then select Transaction on the List/Record Field. After selecting the stated values, we can setup the filters so that the dropdown will only display Work Orders. Kindly follow the steps below: Create the Custom Field Type: Select…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @Dirk Nieuwkamp, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Rick Baaten, I think the most feasible way for us to implement this is by using a Workflow with a Set Field Value action. As per my investigation, it seems like using Scripts on Custom Segments is not yet possible in the system. Just to set proper expectations, we can only advise whether a workflow solution will be…

This might be related to Enhancement#252012 but allow me to tag our Gurus that confirm on this one, @Joy Noreen Magoling-Oracle @Ivy Lopez-Oracle, any thoughts?

Hello @OliverK, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Asher_123, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. To our other members, feel free to share…