Steve, I have also needed the filtering capability you describe. I've imagined it three ways: 1. Just like current Sourcing Filtering on custom fields Agree. 2. Specifying a saved search to pull the results Agree. 3. Ability to set source list in BeforeLoad event - this is the most flexible and would support complex…

Yeah, it should. For some reason I'm not getting any options in the dropdown for list views. I'm having NetSuite support take a look at it. Case# 811457 if anyone from NS happens to stumble across this thread. Fortunately the Viewing and Editing restriction you suggested worked really well as a workaround, but ideally the…

Can you add a link for the customer center tot he custom record, and check if you can view the entire list? Link shows up on My Account, but clicking it shows an empty list. I looked at the same view internally and can see all records.

Do you also have a customer field on that custom record? Only a free-form which sources to the company name of the case. There is no list/record for customer. Is this the missing link? I need a link to the customer record itself as well?

So what is wrong? Why will the records not show up?

I added a customer field and linked it to the customer record (not parent/child however). Still nothing.

Is anyone experiencing this problem??? Wow, I had this working a few weeks ago but now no matter what I do, I can not get it to work. There has got to be something I am missing. Custom Record [XYZ]: field: case type: list/record [case] record is parent: true A new XYZ is created from within the case which links the XYZ…

For what it's worth, I did see this error in the error console related to a NetSuite script Error: isOffline is not defined Source File: https://checkout.netsuite.com/javascript/NLUIWidgets.jsp__NS_VER=2007.1.1&locale=en_US.nlqs Line: 1255 It links to the following code segment: function menuDataExists(name) { if…

OK, will give it a try and let you know. Thanks.

Could you paste a snipped of code that on before load function that is not being triggered? It may actually be working now (not sure because I put the code in at 'pageInit', 'saveRecord', 'beforeSubmit' and 'beforeLoad'). Essentially I have created a 'Preferences' file and use the script to insure that only one record can…

As a work around, have you considered using a link to files in the file cabinet rather than a file record? I recognize that the problem with workarounds like this is that you will end up with orphan data. Mark Because there can be more than one license per customer, we have the custom record list to the customer center…

We just found out that this happens only when customers log in thru the webstore. If they log in to the customer centre role thru the login page its fine. But if they log in thru the webstore "Returning customers" link, the list shows custom records relating to all customers. I would need to test this myself to see if I am…

The NetSuite monitors are suspiciously quiet on this one which concludes this is definitely a serious bug that can't be fixed quickly. Can't download file cabinet links in custom records when logged in through customer portal (can if you make this same record visible for admin privileges in NetSuite.). Extremely dangerous…

Yeah, that makes more sense. Still, the problem you're trying to solve sounds like it will be more complicated with custom records, than without. Let's face it, you know most holidays far in advance, so you could: 1) have static text on an intranet page that shows holidays. (Update it once a year? Quarterly?) 2) have a…

This was identified as a bug (issue 112852) which they said was a bug in 10.5, fixed in 10.6 and now a bug again in 11. I need people to open cases refering to this issue number to get this bug fixed quickly. This is important functionality we are without and *really* need. Thanks. -Steve

Has anyone had this type of need and know how to get a document link to preview/download through the customer center? I really need this functionality so appreciate anyone's experience with this. field is a document field which has an uploaded document attached. when in the customer center, the customer can view the record…

I need to get more people opening cases on this "bug". I'm hearing "bugs" don't make it on to any quick fix list unless there are 5 or more cases against it, even though there should be an automatic escalation for bugs that were once working and are now not... but priorities are priorites. If you are experiencing the same…

Through more trial and error found the problem, though do not understand it. Seems I must use permissions on a record to allow the script to run properly. I assumed that by not checking 'Use Permissions' that there were no restrictions. Evidently it is just the opposite, allowing only administrator type roles to execute…

Haven't tried it but a server-side scheduled script may be useful here. You could use it to set a flag that would trigger the escalation rule. I agree though, the dates/times should operate dynamically. However, wouldn't that require the script to run all the time? I have the same problem with alerts. We should be able to…

I thought if on the customer role row on the permissions tab of the custom record type you selected "viewing and editing" under "Restrict" it would be restricted based on parent but I am checking on this. Excellent -Yes, that did in fact work, thank you. Interestingly, when I gave them the role of 'View' and then…

OK, I figured it out after so-o-o-o much trial and error. NetSuite, P-l-e-a-s-e get some more detailed documentation on this stuff! I got it all working while in Administrator role. Once I jumped out into Support Person, I got a permission error: Code: INSUFFICIENT_PERMISSION Details: Permission Violation: You need a…

If you want to overwrite the existing NS fields with default - you cannot do it like this either Was wondering about that. Good to know. Could I source one field as hidden (the default) and then creating another field that used a netSuite tag {customfield} to set it as the default? Then if it is overwritten, it is…

As a workaround, how about using a custom entity field? Paste the URL of the unique file in there, then expose that field using an information template that pulls that field in? We've done that before in an earlier version and should still work for you. Thanks, Erik The workaround sounds like it would work, but the process…

Now the other problem. The records have a document field where the license field was uploaded. I want the user to be able to download the file but when I click on it I get 'You do not have access to the media item you selected'. I know when it was uploaded in the record document field the 'Allow access without login' was…

Hi Steve I'm not sure if this would help, but you may want to check if the "Available Without Login" is ticked on for such files in the filing cabinet. That did help solve some of my document related issues. Regards Srilatha Yes, checked that. I did create a unique folder to store the items in called "SW Licenses" in the…

NetSuite employees. Does anyone have a status on a fix for not being able to download a file (document field) from a custom record accessible in the Customer Center? This is a critical need and I was told it was being addressed yet have heard nothing further. Appreciate an update if possible. Thanks. -Steve

Why would one want to do this? What purpose does it serve? Are you attaching these records somehow to employee records? -Stephan Actually it is two-fold. One, to make it available for employees - just makes for a nice online information source. The second reason was I wanted to somehow source this list of holidays when a…

I believe this is an 11.0.3 issue which was fixed in tonight's release. Thanks, -e Great, thanks. Can you explain why I received the permission violation when I initially had 'Use Permissions' in the record unchecked? Seems counter-intuitive. I had to check this box and then start assigning each role I wanted to give…

You should be able to set up a saved search to retrieve all of the holidays in period X from today and then load these records on PageInit. Just make sure that you have all of the columns that you want. Mark So two questions come from this: 1. Why a saved search? Can I not search directly on the custom records 'Holidays'?…

Ah, found it: checkout.sandbox.netsuite... :h_a_w: