Hi @Toanne Termeer - van de Ven, Kindly check here: Setup > Company > Email > System Email Templates or Documents > Templates > Email Templates You can refer here as well for a detailed step by step guide: Customizing Templates for System-Automated Email] Let me know if you have questions :)

Hello @Toanne Termeer - van de Ven, Apologies for the delayed reply since I am in the process of replicating the setup of the Create Record action on my Test Account ? Glad that it now works on your end! As per my investigation, the sequence is important as well and should be the same on how the users fill up the record if…

Hello @User_SZ0C3, May I ask if the syncing process being done is a CSV Import? If this is a CSV Import, this error happens when a value selected to be import is set to Inactive. For example, the custentityclass, which may be a custom field that contains a list, selects a value to be imported which is inactive. Kindly…

Hello @User_SZ0C3, Glad to have you with us today. Thank you for creating this thread. Let me check on this one very quickly and I will get back to you with my findings. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @Neo_Suite, 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 @Igor Povolotski, Good day. As per further checking, creating a Custom Field on Inspection is not possible via Basic Customization. To create a Custom Field, it may involve heavy customization in the process that may involve using Scripts. Just to set your proper expectations, we cannot help in implementing custom…

Hello @Dirk Nieuwkamp, As per checking, creating a new Accounting Period automatically is still a limitation. Here are the following Enhancements filed for it: Enhancement# 175481 Manage Accounting Periods > Ability to automatically create new Accounting Period(s) when the current period is closed Enhancement# 468572 Setup…

Hello @User_XNZ2C, 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…

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 @Blue Skies, 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 @User_IYFWO, May I ask a screenshot to visualize issue? Looking forward to your update.

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…

That is correct. The Assigned To field only displays the Employee and Employee Groups. With this, if we wanted to source the field via Workflow, we need to make sure that the Custom Field and the Standard Field have the same List being used. Do you find any comments for this concern helpful? Your feedback is highly…

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…

Good day. As per the Records Browser: The Assigned To Field uses the Employee List. This is the reason why the Workflow cannot source the field since the Custom Field created is using Entity, which is a different list from Employee. If we have selected Entity, all of the Entity records such as Customers, Vendors, etc. can…

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…

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Hello @iecpradeep_14007, As discussed on my previous comments, the List/Record for the Custom Field should be Employee since the Standard Field Assigned uses the Employee List and not Entity. By selecting Entity, the Workflow cannot source its value since they are using a different List. I would highly suggest for you to…

Hello @User_IYFWO, It seems like the issue encountered is related to Enhancement# 538825. To request or vote for an Enhancement, kindly use SuiteIdeas page.Hoping for your understanding on this matter. Thank you very much!

Hello @Vernita, Good Day. As per my further investigation, filtering the Item column with a selected Project in the Project column is not yet possible. I did not find any existing Enhancements for this limitation, to request or vote for an Enhancement, kindly use SuiteIdeas page. Hoping for your understanding on this…

Hello @Matan Shachaf, Kindly try the setup below on your Custom Field: Since Quantity Billed is not available in the dropdown, I have manually entered the Field ID of it in the Formula Box.

Hello @Rumaysa Mirza, Thank you for your update. Kindly provide the Body part of the code for me to troubleshoot it on my end. Looking forward to your update.

Hello @Mathias_Netsuite, Solution 1 seems to be a better approach. For the Sourcing of the fields, I think we can create a Workflow that will source the fields to the Child Custom Record. We can use an After Record Submit or a Scheduled Workflow to source the fields from its Parent record. Let me know your thoughts ?

Hello @Mathias_Netsuite, 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_IYFWO, 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 @Toanne Termeer - van de Ven, It seems like the reason for the error is the sequence of the fields in the Parameters sublist of the Create Record Action. Can we try the following sequence for testing: Assigned Title Company Custom Form Transaction Status Priority Let me know if it fixed the issue ?

Hello @NitinEOH, It seems like you are using a Basic Printing Type for the BOM Template. To change the printing type, kindly edit the Print template to be used on BOM records, navigate to Customization > Forms > Transaction Forms then click Edit/Customize beside Standard BOM. Also, for verification purposes, kindly open…

Hi @NitinEOH, You can find the Template used for the BOM by navigating to Customization > Forms > Advanced PDF/HTML Templates. Here is a sample template on my test account: You can check the Checkbox in the right part of the column to make the Template Preferred. To edit/select the Print template to be used on BOM records,…

Hello @Vernita, As per checking, I think this is possible by creating a Saved Search to be applied in the Item Filter Field of the Custom Form. Kindly check the following SuiteAnswers article below and let me know your thoughts: Filter Items available on Sales Order Form ID#26831

Hello @PaulFleetwood , 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…