Here is what I was leaning towards here... Enable Mail Merge on the custom record. Create the e-mail template with the focus being to mimic the transactional appearance - logo, rich text, signature line, etc.... heh... you ARE a lucky lady! But seriously, you had mentioned a transaction layout which made me think you would…

The BFO PDF library is what you want to do for this. I've created 5-6 forms for our business using this great library. It requires lots of scripting, but it's the only real way to get a printable, quality looking document.

For me it's the number one problem with NetSuite is the holes in exposed records and fields. I JUST ran into this, a total show stopper when I found out that the "Other Name" record is not available for List/Record fields. I've been complaining about this for going on 4 years now but it's seems to be a very low priority.…

Are you not using multiple locations? If not, how would the system know how many widgets you have in store "A"?

[LIST=1] [*]View your Custom Record [*]On the Forms tab however over the links for the forms and the ID will be in the status bar of your browser - you can also just click on the form and get it from the URL[/LIST]

I've created a custom record that has the following fields (so far): Date Sales Rep 1 and Sales Rep 2 (type list/record Employee) Company Visited (type list/record Company) ***************************** We have 9 retail stores and I have just required our managers to spend 4 hours on the road each week. I would like them…

Yep, this works great and we've done this on 8-10 custom records. Of course it would be superior if there was a "Show Tasks" option on Custom Records but this solution is acceptable for now.

That would be super handy if it per possible but it's not. Would also be nice to extend the entity record. https://usergroup.netsuite.com/users/showthread.php?t=9865&highlight=custom+entity

There is no way to do this via Custom Record properties. The best way would be: [LIST=1] [*]Deploy a BeforeSubmit UserEvent script [*]Collect your three values that comprise your composite key [*]Execute a search for records matching those values [*]If you get a hit throw an exception (don't do this in a try/catch) and the…

snap!... ;)

Jim: I never realized that was the connection between the name field and the view link! :p Eileen: Custom records have a field called ID that if added to the results will give you a link to view the record. It won't show "view" but rather the record id. It acts the same though. NetSuite: Wouldn't it be pretty trivial to…

Thanks for the info, I did TOTALLY miss the Owner field and that it has an effect on permissions. I assumed that leaving User Permissions unchecked would result in a fully public record. It's funny that after 3+ years of customizing NetSuite that this is the first time I have ever wanted to define a wide-open record with…

Case# 871057 tracks this defect Here is what I entered in the case: Please provide detailed steps to reproduce the problem: 1. Create a custom record called Animal 2. Create a Saved Search of type Animal w/ no filter (just a dummy search) 3. Create a Sublist from the above saved search for the Entity type 4. Create a…

Before commending we certainly would do that however I still need a rough algorithm calculate how many records we can get into 1 GB for storage. I don't know how NS stores it records so I can't calculate it myself. Example: Does NS use unicode or non-unicode. This would double the storage per character. Does NS use 4 bytes…

you won't get that code from NetSuite and even if you did you would still have a ton of work to do. I need to do something similar to what you are after. It wouldn't be very hard, basically you need to: [LIST] [*]Create a SuiteLet that will grab a parameter with the record id [*]load the record [*]loop through the various…

If security is your primary concern... You could deploy a BeforeSubmit, check the role returned from a nlapiGetContext() call and throw an exception if you aren't happy with the role that has invoked the operation. Something like (pseudo code): function onBeforeSubmit(type) { var context = nlapiGetContext(); var roleId =…

To pass the id you would just append an additional custom parameter to the url when you request the SuiteLet. For example: &custparam_id=123 Then on the SuiteLet side you would call the getParameter() method of the nlobjRequest instance like so: var id = request.getParameter('custparam_id'); Then you do all your work, get…

How can I make sure that the "Name" field on a Custom Record always has a unique value? Jim, there are a couple ways that I know to deal with this, all of which require scripting (shocking!). An important part of the solution depends on what data you are dealing with. For example, when we launched our retail branch I knew…

Is it possible that you are seeing a different form when you create a contact versus when you edit one? Do you have any custom contact forms? (Setup > Customization > Entry Forms)

(I have done the UE defect for number 2 -thanks Evan) I am close to giving up on this :( . (number 1) If I create a new custom record type, with a long text field, then the customized email alert works just fine. However I try for 3 days now and for all my old custom record which have long text fields in the customized…

Sorry guys, I made a mistake in my original post. I mean to ask "Where is the REMOVE button in EDIT mode?" I was confused :o On other built in lists, when in edit mode I have a remove option. With custom lists there is no such option.

Evan, Thanks for the tip. I had setup my own Label field (community_name), rather than a NetSuite name field.. I'll look at this and see if I setup the Custom Record Type incorrectly and can use that NetSuite name field for that I want. Thanks for the avenue for investigation. I'll be back here if I need further assistance…

Right now you have to add a category labeled Custom to your center tab in order for it to be available for placing custom record (and Suitelet) task links. Hi Nital, Thanks for the reply. I tried your suggestion and it does indeed work, although it is a far cry from what I'm after. I'm very disappointed this is broken, is…

Hi Nital, It's a long list, but off the top of my head here are a few holes, gotchas and incomplete features that have given me grief. I will update this list more as I think about the question and reflect on the past 2 years. These are in order of importance, most important on top. [LIST=1] [*]No built in support for…

I just figured it out, although it's still frustrating. I had the Contact in Save Mode and the Customer in Edit Mode. Why would that effect whether or not I can attach a record?? Errgh!...

Steve, It's been three years and I still feel the need for this feature. The amount of code and hacks that we have is sickening and I could kiss it all goodbye if we could create new entity types. I have also needed the filtering capability you describe. I've imagined it three ways: [LIST=1] [*]Just like current Sourcing…

I don't quite agree that there is "no" support for activities and contacts on custom records - those relationships can be built. There are a couple enhancements we can make such as creating an activity sublist when appropriate. I suppose that's what I meant; On a custom record if you choose "show notes" (or whatever it's…

Did you try renaming the Customer record? Would that suffice for your use case? Thanks, Yang No because we still have traditional customers and would want them to appear as such. Honestly, I think anything less than (minus the icon part): [LIST=1] [*]Setup->Customization->Entities->Types->New [*]Give it a name (IE:…

Hi Kingsley, I merge custom records with PDFs often. I'm confused by the 'field names' you posted, they look more like record IDs. Post your crmsdk tags that you are using for the PDF form fields (IE: NLCUSTRECORD_WARRANTY_EXPIRE_DATE) so we can take a look. Also, click on the field label for one of your fields you are…

Yes, I think you are missing something. In your case, was your "Artist" still a Vendor? Did you pay them for goods and services? In our case a Physician is not a Vendor or a Customer or a Partner - they have a unique relationship with our business that is nor represented by any of the existing entity types. Same thing for…