Still not an option in 2015...

Appears to be working again in NY. system.na3.netsuite.com

system2.netsuite.com is working for us currently. system.netsuite.com results in an error.

Can users with Employee Center role access NetSuite via SSO? What about administrators? Can users login via mobile app or Outlook sync if using SSO?

Has anyone done anything to come up with a way to secure files in the File Cabinet? Seems like a big security hole. Any invoices from contractors, purchase order requests, legal documents, etc. are all viewable by anyone with the ability to upload a file?

The Ship To address on a quote/sales order is picked from a pull-down menu as the customer may have multiple addresses. I don't see how a saved search could pull this.

We have premium support and we were going to cancel it to try to save some money on the huge renewal increases (15%) each year. We really don't have a great experiences with support. Typically, if we can't figure it out, it is because NetSuite can't do it. Our account manager told us that basic support only allows you to…

I can't believe the mobile app doesn't allow road warriors to just snap a photo of their receipts for on-the-go expense report submissions. Must be why there are so many 3rd party vendors offering this as an add-on. But then it becomes a problem to integrate departments, product classes, account codes, etc. into these 3rd…

I was able to create custom text field that didn't store the value and defaulted to a formula of the multiple select field. I can then check the Contents of this field with my workflow. Gotta love these workarounds...

Ok, so it was actually the value of my list that had to match the internal id of the customer status. So if I use 8 as my value, it updates the Opportunity/Estimate Status to Product Discussion. If I use 10, it updates to Proposal / Quote. So I obviously don't want to display a list of internal ids as the pull down menu.…

I'm doing something similar where I'm updating custom fields when the status or probability fields change. I'm using After Record Submit and this works fine when a form is used to create or update a quote. However, if someone uses the Sales Rep Forecast tool, to update the status or probability, the workflow is not…

Looks like the issue is that an 'Approve' Button does not actually submit the form. And if you are saying that emails can only be sent after Record submit, then I'll have to come up with something more creative.

If I put in test mode, my workflow doesn't initiate. I think this is because I'm using non-admin accounts for testing. I need 3 accounts for testing. User, Supervisor, and Supervisor's supervisor. My next challenge is this: If the supervisor approves the travel request, but the budget request exceeds travel approval limit…

That did it. Thanks! I guess it is good practice to always select a transition trigger rather than leaving it blank, which seems to have unpredictable results.

We used to a custom record for Time Off Requests and a custom record for Day Requested (sublist of Time Off Requests). Our filter looks like this: Day Requested:Date is within this fiscal year Status is Approved Employee is my team Results: Employee Group Employee : Vacation Hours Total (Custom) Group Vacation Total…

Ok, thanks to a reply in another thread, I figured out how to get the parent-child relationship straightened out. I had to create a field on the 'days' record type of list/record that referred to the 'main request' and I labeled that as the parent (and then hid it). I guess this makes sense now because it is like creating…

Excellent. I wasn't sure if Support would help since I'm pretty sure I'm doing something wrong...

[QUOTE=jbourbeau]This is definitely possible using a custom record and a workflow to send the email notification. 1. Create a custom record named Vacation Request for example 2. Customize the record and add fields for dates and possibly a status field (Pending Approval, Approved, Declined, etc.). Add additional fields as…

Wasn't able to fix the permissions on the Default View, but I was able to customize it and edit the Custom Default View that was created. I was then able to use the Custom Record permissions to restrict Employee Center role to the Custom Default View. Seems odd that you can't just edit the properties of the Default View or…

Unfortunately workflows can not reference sublist data as of yet, so you will need a custom action to do it - or you can have a script on the record that automatically does that summation. Thanks again Evan! I figured out how to do it with a script on ReCalc (loops through the list and adds 8 or 4 to the list as needed).…

Anyone ever come up with a solution to this?