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Re: Can I add a custom record to a Sales order transaction form?
Hey @Ann Wakefield, Yes, you can do it with the right setup. The main two options would be: The custom record appears as a hyperlink under the related custom Subtab on the SO. You click on the hyperl…1 -
Re: How to swap between Dashboard views?
Hey @Maleeka, You can only have one active Dashboard view per Role linked to the Dashboard. For example, if you have one Controller Role and multiple versions of the Dashboard (e.g., Controller View …2 -
Re: Message record possibility for custom fields
Hey @Jeroen Sprangers ZS, The "Message" is one of the oldest records that hasn't been touched for a while. For reference, it only supports SuiteScript 1.0, while most other records sup…1 -
Re: KPI Scorecard Financials
Hey @markival, You cannot add a dynamic Location filter to the KPI Scorecard. As a workaround, you can add a "Location" as a filter on the related Saved Search, to allow changing the locati…1 -
Re: Update the "Manual Renewal" tick box on Sales Order Form
The Contract Renewal scripts lock this field. I don't remember which one exactly does that (e.g., R01b) and if you undeploy it temporarily, you should be able to edit it. The field is locked by …1