My Stuff
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
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Wait - I got it!!!! I just had to change the fields on the form back to Show. I had that unchecked. Now they are checked, the workflow hides them on record load (create), and then the form field edit trigger enables the appropriate one to appear. Now I just have to consider whether or not I want the workflow to hide the…
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I can understand that. But that's okay, I don't need it to dynamically control the values, I just need it to dynamically show or hide the custom field on the form. I'm setting up the workflow to initially set display types to those custom fields to Hidden before record loads. Then, if the user selects a specific option in…
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Actually Robert, I think I found a different approach that could work. I created 4 custom fields (each a list of employees for each location). Is there a way to Show/Hide a field using workflows? For example, a user chooses a select option from the Location field, the field they choose dictates that Field X (one list of…
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Thank you Robert - in the first option, using a Saved Search in the workflow... can the saved search be used as a Value for the Set Field Value action? I created a Saved Search with the results I need, but I don't see a way to create a select menu based off that search in the workflow. I don't need to use it as a…
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@"pmendola" - I'm finding that the workflows you suggested will work best for what we need. A follow up question for the same entry form... I am trying to create some dependent fields with employee lists - the form has a field with a list of locations to transfer inventory from. The very next field is a list of all company…
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Thank you Robert - will assigning that restriction have any other implications on what the employee can see or do in other areas?
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Thanks for the reply @"pmendola", I'll try creating a workflow - it will be my first one As I work through it, your instructions are making it easy. I'm hoping I can make the trigger be when the form loads - is that possible? For the "From Location" field (the location where the transfer will fulfill from), it currently…