Greetings @User_FZNHI, Can you try disabling the Store Value option for the Transaction Body Field and if you haven't done so yet, enable the Formula option beside the Default Value field under the Validation & Defaulting subtab. If you find this reply to your question as helpful, others with the same question might find…

Greetings @Meherin, You are correct that you would need to modify the Advanced PDF Template for this one. The Logo field on the form settings is for Basic Templates. On line 19 of the template, you can change ${companyInformation.logoUrl} which gets the logo from the Company Information Page (Setup > Company > Company…

You're very welcome @Jay Schwausch! Glad I could help you ? -Jack

Greetings @Umair_, If you need to only allow certain transaction type(s) as the Parent Record, select Transaction as List/Record then configure Type filtering under the Sourcing & Filtering subtab. See sample screenshots below: Expected Result: Also, take note that Trasactions types that are not selected under the Applies…

Thank you for providing our requested information @Jay Schwausch, To update sublist field values upon record save, you would need to set up a Sublist Action Group and create the Set Field Value Action under that action group. Sublist Action Groups enable execution of Workflow Actions via Server Triggers such as Before…

Greetings @jenluna, We would like to request the following additional information to understand your requirement better: Would you be narrowing down your search to specific transaction type only (e.g. Sales Order only) or do you need results for all transaction types? If you only need results for a specific transaction…

Greetings @KNason76, I have done some tests for a possible workaround, and I am glad to inform you that I have found one which is to use Workflow to send out the New Case Notification Email to the Customer upon case creation and disable the System Notification Email. With this, the sent email would be logged under…

Greetings @Jay Schwausch, We would like to to request the following additional information to help us understand your requirement better: Should the Expected Ship Date field populate upon record save? In the Workflow Definition Page, if the Trigger Type is changed to -All-, does the Workflow somehow updates the value of…

Greetings @vti, You can make use of the Workflow's Set Field Value action to automatically set a specific Department on both the body and line-level then set rules via Conditions. Note: To set the Line-level Fields using Server Triggers such as Before Record Load, Before Record Submit, and After Record Submit, create a…

Hi @David Hali, I did some tests with Custom Transaction Line Fields and I'm glad to inform you that I have come up with a workaround via Sourcing ? Refer to the steps below on implementing the workaround: 1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New. 2. Configure the Custom Field…

Greetings @Jyothi B, Thank you for posting your inquiry. Tagging @Camille Cagalingan-Oracle who might be able to help you out on this one. Others who share their ideas are also appreciated ? -Jack

Greetings @User_7J4HF , Thank you for posting your inquiry and welcome to NetSuite Support Community! Tagging @Shamaine Chan-Oracle and @Ivy Lopez-Oracle who might be able to help you out on this one. Others who share their ideas are also appreciated ? -Jack

Greetings @PaulFleetwood, Unfortunately, the only way to remove the Email option from the Create New menu is for each users to manually customize the available options in Create New > Personalize. Also, it seems that even SuiteScript currently does not have access to the menu either. The following Enhancement Request has…

Upon checking Enhancement 91343, it seems that the only way to vote for it currently is to submit a case to NetSuite Customer Support. Apologies for the inconvenience. -Jack

Greetings @Umair_ , For your requirement, NetSuite only allows a single PDF Template to be associated to a form. So, you may have to set up different Forms for each of the templates then select the appropriate form in the Custom Form field depending on the template to be used. See sample screenshots below for Advanced…

Greetings @hunter, Can you try appending the following parameter to the URL if it completely resolves your concern: &custrecord_cust_survey_customer=${customer.id} If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hello @esgensle, I was able to reproduce your concern on my Test Account. However, it gets fixed after saving the Custom Record. See screenshots below: Before saving the record: After saving the record: Therefore, the issue seems to replicate in Create/Edit modes only prior to record save. This could be a possible defect…

Greetings @jenluna, Welcome back to NS Support Community and thank you for posting a new question in Ask A Guru. Tagging @Camille Cagalingan-Oracle who can help you out on this one. To those who have any ideas, feel free to reply as well. -Jack

Greetings Colleen, Upon checking, the NetSuite Records Timeline bundle is no longer available for new installations since the feature is scheduled for deprecation. However, customers who have previously installed the bundle can still utilize its functionality until end of support. That's why its documentations are still…

Thank you for going out of your way to record these detailed videos @esgensle! We will get back to you once we have our findings :) -Jack

Greetings @esgensle, We would like to request for the following additional information regarding your inquiry: Some screenshots will be very helpful for us to understand your concern better. Are you using the Advanced Partner Center Role or the regular Partner Center Role only? -Jack

Greetings @User_7BXKM, Upon checking the SuiteAnswers Articles you stated, the limitation stated on SA31727 currently applies to Summary Saved Search Fields. Pertaining to SA81438, the described solution does not resolve the limitation. The solution only suggests merging the Criteria and Results settings from the Search…

Greetings @SWIN, Are you referring to the subtab indicated in the screenshot below? -Jack

Good question Marlene. Custom Fields configured as Non-Store Value such as Summary Search Fields cannot be used in a Saved Search as a limitation. It is documented in following SuiteAnswers Article for Summary Search Fields: 31727: Creating Custom Fields with Values Derived from Summary Search Results > Current Limitations…

Greetings @MarleneS, I noticed a discrepancy in the information provided on SuiteAnswers 63669 (Step 2-4.). The Store Value option for the Custom Field should be unchecked for Summary Search Fields. See screenshot below: Expected Result: Thank you for bringing this to our attention. I have corrected the aforementioned SA…

If you are referring to the Role field when creating a new Contact from a Company-type Customer as shown in the screenshot below which lets you assign a Contact Role such as Primary, Alternate, etc., it is a feature that is only available in that context and cannot be added to Custom Child sublist in a Custom Record. I…

Greetings @Rick Cobb , Upon checking, Item Receipt CSV Import is currently not available in NetSuite. It could be because they are usually created from another transaction such as Purchase Orders. I found the following Enhancement Request for a possibility for future implementation: Enhancement 168961: CSV Import >…

Greetings @Umair_ , In order for your Multiple Dependent Dropdown Lists setup to work, you need to convert some of your Custom Lists to Custom Records then set up the "Compare To" custom fields for those records converted. Refer to SuiteAnswers Article 62240 on how to convert a Custom List to Custom Record. Here is a…

Thanks for providing additional information @DanDeHaven! I have looked up a possible solution that is aligned with your process. However, it seems that SuiteScript does not support the Update Primary Contact Page yet and the following related Enhancement Request has been filed for this: Enhancement 235697: SSS >…

Greetings @DanDeHaven, I was able to come up with a solution to your requirement with the following Workflow setup: Expected Result: Note: The setup above does not affect standalone contacts that are created in Lists > Relationships > Contacts > New where the Contact Role dropdown is unavailable in the form because…