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Hello @User_1D0ZP, You can take a look at the SuiteAnswers below To create a Saved Search to show the all the changes made to a role. Navigate to Lists > Search > Saved Searches > New Search Type: Click Role Click Criteria Click Standard Filter: Select Custom Custom: Select Yes Click Set Click Results Click Columns Field:…

Hello @Dext3r, Glad you were able to get it working! That's a pretty detailed formula. Feel free to reach out or post questions in future if needed.

Hello @User_1D0ZP, To track all actions taken by users with admin roles in the past month. You can create a Saved Search as Below : 1. Navigate to: Reports > Saved Searches > All Saved Searches > New > System Note 2. Define Criteria: Date is within last month 3. User : Role = Admin (Add further filters if you only want…

Hello @User_NR4W1, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Ron Mc, can you please share your <img src> tag code that you are using, a small snippet or overview of your flow would work as well.

Hello @AndreaSterns, Glad I was able to assist. If you need assistance in future, please don't hesitate to let us know so we can provide you with support. Thank you and have a great day ahead!

Hello @Abhishek_A, Please review the articles below, as they should help guide you through the correct setup process. If you continue to experience issues, it is recommended that you submit a support case for if you still need assistance as this might require additional troubleshooting or investigation. 1. Configuring…

Hello @Wee Ming, You can automate this process by creating a workflow that sets the custom field value whenever a record is created or updated. To apply the change to existing records, run a mass update to trigger the workflow and update older entries. Going forward, new transactions will be updated automatically as well.…

Hello @Judy Perry, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Dext3r, You can trigger workflows at different Contexts and Trigger Types. There are multiple ways to achieve this. 1. Create a saved search for the Transactions created between a certain time frame and use that to trigger the workflow. 2. Add condition to the workflow action itself If Created Date (System Notes) >…

Hello @Dext3r, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! _____ In case you…

Hello @Peter Samy, Restricting files based on the user might not be natievly possible in Netsuite but with a combination of scripting and permission you might be able to restrict users from viewing particular folders where the files are located. I am still working on this to create a flow where this could be possible and…

Hello @Wee Ming, Just checking in to see if you got a chance to look at the solution I posted earlier. If you require further assistance, don’t hesitate to reach out. I’m happy to help!

Hello @AndreaSterns, Renaming the Scheduled Email Report PDF file in NetSuite directly is not supported as a straightforward setting within most standard NetSuite report scheduling workflows. By default, when you schedule a report to be emailed, NetSuite generates the PDF with a standard naming convention, such as the…

Hello @Maria Robinson, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Ron Mc, I am working on this and will get back to you soon. I tried recreating it and ran into same error for Login Privileges. I changed the Script Execute As = Admin. Under Scriptd Record I have checkmarked Audience to All/Required Externals. I am still not able to get logs that the image was sourced.

Hello @Maria Robinson, Just to confirm If we are talking about Customer Payment form/record and form then Yes, we can implement an Approval Workflow on it by : Navigate > Customization > Workflow > Workflows > Choose Record Type = Transaction Subtypes : Customer Payment You can also create an Approval Workflow on Credit…

Hello @Abhishek_A, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Lee Ann R, Thank you for the update, Feel free to reach out in future if needed.

Hello @Wee Ming, Thank you for the clarification and update. If that's the case and these fields are not available for Legacy Tax users. If they available on the UI then the workaround that I can think of would be to create Custom Fields and populate them using a formula/workflow or a script and then utilize those via SQL.…

Hello @AndreaSterns, It seems like using a Scheduled Script or Workflow + Scheduled Action Script would be the way to overcome this limitation. The nlapiSendEmail() call in your script is what allows renaming the PDF before sending but NetSuite’s built-in “Scheduled Email” flow does not expose that filename parameter.…

Hello @Lee Ann R, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Wee Ming, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @SaeedR, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…

Hello @User_1W277, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @AndreaSterns, To rename a PDF attachment in an email, you can use a Workflow Action Script to set a custom PDF title. This involves creating a custom field to set the email subject, body, and PDF title. Below is a detailed article on how to do this : SuiteAnswer : 69220 Workflow Action Script> Send Email with…

Hello @Ron Mc, Yes, Suitelets with “Available Without Login” can be accessed via their external URL. The error means either there's a wrong URL, or your code is doing something that requires a logged-in user. _______ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New…

Hello @Rebecca Carter, glad it worked. Feel free to reach out or post questions in future if needed. Thanks. ________ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and…

Hello @User_ZCWF3, glad I was able to assist. Feel free to reach out or post questions in future if needed. Thanks.

Hello @Abhishek_A, That might happen due to Azure AD and NetSuite configs don’t fully match or NetSuite can’t map the user correctly. Can you try changing your ACS URL to : "https://xxx_sb1.app.netsuite.com/saml2/acs" and retry the above. SuiteAnswer Reference : 97768 Sandbox Account Number (ID) for SAML SSO Setup ________…