Hi @"slamm", Displaying an item fulfillment's, for instance, Document Number on a custom body field on a sales order can be achieved through deriving the value via saved search. However, it can't be used as a criteria on another saved search as values from summary search results are never stored. You may read SuiteAnswers…

Hi @"MSStoke", I agree with @"michoel"'s suggestion since as of now, the standard behavior for Actions > Email on Print Individual Statement and Generate Statements pages is to automatically send the generated statement to the email set on Email field on Customer record. There's actually an enhancement currently logged for…

Hi @"PaulFleetwood", We don't a way yet to set the Subsidiary field on Inventory Adjustment record through workflow. Enhancement 332148 is currently logged for the request to make Subsidiary available on Set Field Value workflow action. You may submit a case so the Support Team can attach your case to the existing…

Hi @"PaulFleetwood", I'm glad it worked on your end The short delay comes from the system loading the record first before the Set Field Value workflow action is executed. I suggest you also set the Custom Form field display type to Disabled to make sure that the users can't change the form within the time frame. @"Pauline…

Hi @"PaulFleetwood", Unfortunately, the Auto (ID: autoname) field is not available via workflow. You may submit a case to request for the field to become available on workflows so the Support Team can file an enhancement for you or submit a request via SuiteIdeas. Upon further investigation, it is actually possible through…

Hi @"PaulFleetwood", We can actually set a different custom form to be used on Create/Edit mode using the workflow. We have to set the form we would like to use on viewing the record as the preferred form and it will be form loaded once the record has been saved. * Uncheck the Preferred check box for the custom role on the…

Hi @"c321dc41-15d1-4dac-97f3-c219c0bf8db0", We actually cannot restrict the changes on custom field value from being logged on the System Notes. We can only run the Personal Information Removal Requests feature in replacing the old and new values displayed on the System Notes for a specific custom field on a specific…

Hi @"New_44789", If you wish to reroute the Journal Entry record back to Initiation state when a user edited the record again after being approved, we need to have a transition from Approved state to Initiation state. We can add the Unapprove button from your use case on the Approved state and set it as the trigger of…

Hi New_44789, In addition to nag_m's suggestion, you may also use the basic approval workflow template for Journal Entry. Some of the business use cases you've mentioned are actually covered by the actions added on the workflow template. You may edit the template to make it work according to your business requirements. *…

Hi @"PaulFleetwood", I would suggest using a custom form for the role that the trade store staff is using. It is the easiest way we could disable all the fields on the form and set it as the preferred form for a specific role. * Navigate to Customization > Forms > Entry Forms * Customize or edit the preferred form for the…

Hi @"PaulFleetwood", Upon further testing, you may actually use the Set Field Value workflow action instead of the Set Field Value under Sublist Action Group. Here's the setup of the workflow I created on my test account. * Click the specific state you would like the action to be added then, click + New Action on the State…

Hi @"3970530", In addition to nag_m's suggestion, you may also add a custom field on the Address Form where you can store the Company ID value and call the custom field ID on the Advanced PDF Template for Invoice. This is actually a new feature released on 2019.2 version. * Customize the Standard Address Form and create a…

Hi @"John Griffin", As of now, we don't have a way yet to remove the standard Support tab when creating a Custom Center. There's an existing enhancement already logged for this request. Enhancement 104084: Support tab > Ability to hide/remove the standard Support tab on Custom Center Kindly visit SuiteIdeas to vote for the…

Hi @"3967582", In addition to Mikko's suggestion, you may also use workflow to automatically populate the fields on the Event record and pull the data from the Customer record. You need to add a Set Field Value workflow action for each field you would like to be populated and set the Trigger On to Entry. Once you create an…

Hi @"3967582", May I ask if you would like to populate custom fields on the Event record? @"Pauline Joy Cac-Oracle"