Hi @User_HQRSY, This is currently logged under Enhancement #415347 Manage Roles > Permissions > Lists > Split Perform Search to separate permission for Global and Saved Searches. Please spare some time to vote for the Enhancement at SuiteIdeas so we can raise the number of votes it has.

Thank you for your clarification. This is related to this enhancement request #102992 Projects> Provide access control for Jobs/Projects on a per record basis. As a workaround, you can create a Project Task saved search and filter the Assignee. Please see exmaple below. I am the assignee of these two projects. Created a…

Hi @Amjad Kasem, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Matan Shachaf, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Theo_NS, Let me share the list of enhancement requests related to the feature you are requesting. Please see below. 209943 Roles & Permission > Employee Restrictions = Own and Subordinates only > the ability for the users/roles to be able to attach Activities (Phone Call, Events or Tasks) to Customers that do not…

Interesting. How many roles does this user have? If there are other roles assigned other than these two, please make sure that the SAML Single Sign-on permission is also added. Clear the browser's cache and history and check if this will solve the issue. If not, please provide us with a screenshot of the role's permissions…

Hi @Amjad Kasem, Is there any particular field or record that you want to restrict? Check the lists of permissions and their usage in Permissions Documentation. You can navigate to your supplier role to check the permissions, and you can set the desired access level for it. For more information, please see the SuiteAnswers…

Hi @Ammar It is a Standard behavior that users cannot access SAML roles and non-SAML roles in the same session. Please open both roles and navigate to Permissions > Setup. Is SAML Single Sign-on permission added to both of the user's roles?

Congratulations @Emil T. ✨

Thnks for keeping this thread updated, @MichelCA!

Hi @User_75YL8 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_EKY01 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @Matan Shachaf, Did you get any error messages when trying to access the custom list? Please check SuiteAnswers Custom Columns, Lists, and Records in the Connect Service | Answer Id: 24724 to work with the Connect Service and custom records.

Hi @Kirra Per Permission Documentation, the following permissions are related to Vendor Payments and for Messages. Transactions > Pay Bills Transactions > Approve Vendor Payments Transactions > Vendor Payment Status Lists > Track Messages I hope this helps.

Thanks for the update, @Estee.

Hi @LissaM I appreciate you posting your resolution in this discussion. I tested it and it is definitely a must-check when troubleshooting this issue.

Hi @MichelCA I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @John Jacobs Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Thanks, Ammar. Is the SAML Single Sign-on permission added in the custom accounting role? Try adding the permission and ask the user to logout and login. I hope this helps.

Hi @Kirra Are you referring to this email button at the bottom of the report page? If so, please add the Export List in Permissions > Lists subtab. For transactions, try adding Find Transaction in Permissions > Transactions subtab. Also check for restrictions in the role. To identify the permission Needed for a Role/User,…

Hi @Gary Robbins, An enhancement is logged under #77977 Global Search > Ability to pull up transactions using Amount. Please visit SuiteIdeas and vote for the enhancement. As a workaround, we can use Transaction Saved Search to look for the amount. See the Criteria and fields used in the Results tab. I hope this helps.

Hi @User_CS3KK, An enhancement is logged under #111788 Mail Merge: Ability to set return/from email address for mail merges. Please visit SuiteIdeas and vote for the enhancement. As a workaround, we can set the email preference to assign an email address to the user. Step I: Set From Address For Emailed Forms to User Email…

Hi @User_M8RDQ , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer.

Hi @Estee, I would like to follow up on this thread. Please provide the information requested above to further assist you in this concern. Thank you.

Thank you for the additional information, @User_DGAV9. Please follow the steps to resolve the error. 1. Login as an administrator 2. Navigate to Customization > SuiteBundler > Search & Install Bundles > List 3. Locate File Drag and Drop > Hover the mouse over the Green Icon > Click Uninstall 4. Navigate to Customization >…

Hi @MichelCA You may use this formula in the Formula (Currency) for the amount paid. The date set is hard-coded and can't be set to dynamic. You can update the date in the formula if you want to filter a different date in the search. CASE WHEN {closedate} > TO_DATE('06/30/2022','MM/DD/YYYY') THEN 0 ELSE {amountpaid} END I…

Hi @Ammar, What is the center type of the custom role assigned to the user? Was it assigned to the employee or contact record?

Did you use a formula field for these two? May I please have the formula used? Have you tried filtering open transactions only? It should not be included in the total amount column.

Hi @MichelCA Thank you for posting this question. I will update this thread after checking.

Hi @User_75YL8, There's no need to create one because the list view will only let you see the records that match the employee department. Please see the following example. Partners list view output. Please note that adding classification will apply to the other records as well. Using the settings above, I need to be the…