Hi @BenP Good day! No worries—this is a common question, and I’d be happy to guide you. 😊 To customize the main menu bar for a specific role, you can modify the Center Tabs and Center Links associated with that role. Here’s how you can do it: Go to Setup > Users/Roles > Manage Roles. Locate the role you want to customize…

Hello @User_EULC5, Hope all is well on your end! Yes, it is possible to automate the process of combining PDF files and emailing them in NetSuite. You can use scripting to achieve this, but please note that it may involve heavy customization and require advanced technical expertise. Here is a general overview: Create a…

Hello @Benjamin Paul - USA, I hope you're doing great! Following up to check if you need further support on this concern. 🤔

Hello @Julien Mi Electronics, Good day I wanted to follow up on your concern. Was the these already clarified by @Tigran Shahnazaryan response. Please feel free to let me know if further help is needed! 👍

Hello @Carl Pinto, Just checking in on this issue. Let me know if there’s anything else I can assist you with. 😊

Hello @User_5OUXV, Good day to you! I just wanted to circle back to this concern? Let me know if you still need further assistance. 🙏

Hello @User_Q1DPO, Thanks for confirming that! I just wanted to confirm, if the setup you've applied got the desired changes? Seems about right based on your screenshot. However, ensure that the Source Transaction Field ID, Proposal Field ID, and Transaction Field ID values (all set to cseg_ps_projects) are correct. These…

Congratulations everyone, awesome work! 💎

Good job @Tigran Shahnazaryan! Keep it up as always 🥇

Hello @Kyle Parlee, Thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights!

Hello @User_RG1MF, Thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights!

Hello @Carl Pinto Good day to you. It’s understandable that needing to modify locked fields or lists in a bundle can be a bit frustrating. But the reason NetSuite doesn’t allow direct edits to these components is to help preserve data integrity and ensure the bundle works correctly across different accounts. These locked…

Hello @Benjamin Paul - USA, Good day to you. To generate CSV data in ISO20022 format with 267 columns, using saved searches or stored retrievals might not be ideal due to system performance concerns. Here are simplified options to consider: NetSuite's design prioritizes system stability and performance, making saved…

Hello @SWSearcy, Good day to you! Hopefully everything is fine on your end. I believe @Tigran Shahnazaryan is right that currently that's one of the few ways on doing so. The reason for this is because as stated below Mandatory Field Dependency The Name/ID field is a system-required field. While you can disable it on the…

Hello @User_5OUXV, Thank you for providing the details! Here's how you can approach adopting information (e.g., address, contacts, website) from the parent account to sub-customers via a workflow: Steps to Create a Workflow for Adopting Parent Information: Workflow Type and Initiation: Go to Customization > Workflow >…

Hi @gbradley, We’re so glad you asked! 🌟 The NetSuite Community is all about supporting each other—everyone,let’s join forces and tackle this question together. Your input could make a big difference

Hello @User_WCVVB, We’re so glad you asked! 🌟 The NetSuite Community is all about supporting each other—everyone,let’s join forces and tackle this question together. Your input could make a big difference

Hello @User_CW2IT, We’re so glad you asked! 🌟 The NetSuite Community is all about supporting each other—everyone,let’s join forces and tackle this question together. Your input could make a big difference

Hi @User_C4WN4 We’re so glad you asked! 🌟 The NetSuite Community is all about supporting each other—everyone,let’s join forces and tackle this question together. Your input could make a big difference

Hello @dle_35705, Natively there are not setting to enable to have this view link available. What you can do is create a Formula field included in you saved search. I just wanted to confirm the following what type of search or Transaction Record you are referencing for your sublist in your Custom Record? Please let me know…

Hi @mardel Good to hear from you! In standard NetSuite, dropdown fields can't be sourced directly from a saved search. A possible workaround is to use a Custom Record to store serial numbers and update them dynamically via a scheduled workflow. Then, you can reference this custom record in a dropdown field. If you need a…

Hello @Joe Zeid, That's unfortunate. Anyway what specific error is it throwing or does it just throws a blank? Have you filed a Netsuite Support ticket about this so they can take a look at this thoroughly? Let me know any further details if you still need assistance from our end. Thanks!

Hello @Gavrah Rabba, Good day to you. Currently it's not natively available on Netsuite for the Last Order Date to be available. what you can do is what you are previously trying to achieve, by create a simple summary saved search which you can see in the screenshot below Now under the Record browser that was shared by…

Hello @dle_35705 , Just wanted to circle back to this concern if we were able to clarify your issue. Let me know if you need further assistance.🤝

Hello @User_5OUXV, Good day to you! To understand your concern better and provide an accurate solution, could you clarify: Is the automated process creating sub-customers a custom integration or standard NetSuite functionality? Please specify the details Can you please provide a screenshot or a sample record that is…

Hello @Gavrah Rabba, Thank you for providing and clarifying the details. I'll look into this further on my end and get back to you as soon as possible. In the meantime, if anyone from the community has insights, feel free to share! 🤝 Appreciate your patience. I'll follow up shortly.

Hello @dle_35705 , Thank you for reaching out! You are correct that a multi-select custom item field cannot be directly sourced into a List/Record custom transaction line field in the way you’ve set up the sourcing. This is because the two field types operate differently—multi-select fields allow multiple values, while…

Hello @Maanav Goyal, I completely understand the challenge you're facing. Unfortunately, workflows don’t currently support setting the "Class" field as mandatory on Journal Entry lines because the "Lines" sublist isn’t available in the "Set Field Mandatory" action. Currently listed as an enhancement on our system with…

Hello @FazeprooF, Good day! Thank you for reaching out with your question. Currently, the option to select custom relative date criteria, as you can in a saved search, is not natively available in Workbooks. Workbooks focus more on visualizing and interacting with data rather than replicating all the features of saved…

Hi @Fabss, Thank you so much for reaching out with your question! 🎉 The NetSuite Community is full of knowledgeable experts—let's work together to help find a solution. Fellow community members,feel free to chime in!