Jack Daryl Espiel-Oracle Gold Crown

Hi @"coffeeguy", For the Source List selection, a join field that links the line to the associated Custom Record should be selected. That's the purpose of the First Custom Field (Line Test Custom Record 1) to be created described on my previous post. That is the field where you assign a specific Custom Record to the line…

Hi @"Chidi Okwudire", Upon checking, the option to enable Global Search for the Employee Center role is currently not available in NetSuite and the following related Enhancement Request has been filed for this: Enhancement 48188: Employee Center > would like the uber search box in the upper right hand corner to be…

Hi @"New_44789", Upon checking, cancellation of an ongoing Mass Update is currently a limitation of NetSuite and it is documented in SuiteAnswers Article 32239: Mass Update Limitation. The following Enhancement Request has been also filed for this: Enhancement 267915: Lists > Mass Update > Mass Updates > Cancel a Mass…

Hi @"Martha Hakes", I agree with @"JCirocco"'s suggestion. In case that the Workflow still doesn't work after doing the suggested steps, you can also try these troubleshooting steps: 1. On the Workflow General Settings, set Release Status to Testing and mark the Enable Logging checkbox. 2. On the Saved Search used as the…

Hi @"coffeeguy", Basically, creating 2 Custom Fields would do for your requirement and establishing a Parent-child record relationship is not necessary. The first field should allow you to assign a Custom Record to the line by selecting the name of the appropriate record and the second field should automatically populate…

Hi @"3967101", I have performed some tests and found out that with basic customization, you can add a Link to the Product Image on the Line Level of the Purchase Order and display the image in an email by referencing it from an Email Template or directly when composing the email via Source Code editing. Displaying the…

Hi @"3967101", Please be informed that I'm looking into your inquiry and doing some testing. I will get back to you once I have an update. -Jack @"Jack Daryl Espiel-Oracle"

You're welcome @"3952485"! Hopefully the provided solution works as well for you. -Jack @"Jack Daryl Espiel-Oracle"

Hi @"nic_reg_01", Based on the Workflow Logs you provided, the Approve Event Type occurred on Before Record Submit trigger. Since the Workflow transitions to Approved state on After Record Submit, the Send Email Action did not execute. Having the transition control when the action will execute, it is now unnecessary to set…

Hi @"nic_reg_01", Apologies for misunderstanding your requirement. To send the email after the Purchase Order is approved, follow the steps below: 1. Create a new State called Approved with the Do Not Exit Workflow option enabled 2. Put the Send Email Action under the Approved state with Trigger On field set to Entry. 3.…

Hi @"nic_reg_01", Upon checking your Workflow setup, deselecting Approve (CTRL + Click) on the Event Type field of the Send Email Action might make the Workflow work. The reason for this because the Approve Event Type is triggered only when setting the Approval Status field to Approved or clicking the Approve button on the…

Hi @"3952485", We're glad to inform you that we've came up with a solution to your requirement which is to set up a Workflow that sends an email with a specific Email Template configured for it and use Mass Update to execute the Workflow in bulk for multiple Sales Orders that are not fulfilled yet with a specific item.…

Hi @"New_44789", Thank you as well for providing the information we requested. Based on your answers, the email seems to be not sent by the Workflow. So, the email could be from a Saved Search Email setup. To check, navigate to Lists > Search > Saved Searches, then look for the search that is potentially sending the…

Hi @"3952485", Please be informed that I'm testing for a possible solution for your requirement on my end. I will get back to you once I have an update. -Jack @"Jack Daryl Espiel-Oracle"

Hi @"New_44789", We would like to request the following additional information regarding your inquiry: 1. Does the Invoice Approval Workflow have a Send Email Action under the Pending Approval state? 2. Is the Custom Approval Routing Preference for Invoices enabled in Setup > Accounting > Accounting Preferences > Approval…

Hi @"Chris Bozek", Upon checking, setting the User Interface to Dark Color Scheme (Dark Theme) is not yet available in NetSuite and the following Enhancement Request has been filed for this: Enhancement 538922: Dark Theme You can vote for the Enhancement Request by either submitting a case to support or via SuiteIdeas.…

Hi @"NinaInLV", We understand that it is easier to use Workflows than delve into SuiteScript for sublist operations. But as of now, Sublist Support for Workflows is not fully matured and is currently under development. I've noticed the trend with each new major release that Sublist Support for Workflows is gradually being…

Hi @"4045038", Another thing to check is the Workflow General Settings. See sample screenshot below for the steps to get to the settings window: Make sure that Trigger Type is set to - All - to allow the Workflow to execute for all Trigger Types. If the Send Email Action still doesn't work despite having the setting above…

Hi @"4045038", Have you changed the trigger on the Send Email Action itself by setting the Trigger On field? See sample screenshot below: Hope this helps. -Jack @"Jack Daryl Espiel-Oracle"

Hi @"Jyothi R", Let's see if we can get a clue from the Determine System Generated JE state. Can you post a screenshot of the actions under that state? May we also request a screenshot of the settings of the Set Field Value action under User Entered JE Pending Approval state that sets the Custom Form field for addressing…

Hi @"4045038", According to SuiteAnswers Article 11522: Send Email Action, there are four (4) valid Triggers Types for the action and Before Record Submit is not included. So, use the After Record Submit trigger instead. Hope this helps. -Jack @"Jack Daryl Espiel-Oracle"

Hi @"Jyothi R", Apologies for the typographical error. What I meant on my last post is the System Created JE checkbox, not the Determine System Generated JE state. Including the field in the CSV file and setting the field to False can help us prove if the field is being overwritten by some other process. -Jack @"Jack Daryl…

Hi @"Jyothi R", Can you try including the Determine System Generated JE field as a column in the CSV file and set the values to F, if it resolves the concern? Also, may we request a screenshot of the settings of the Set Field Value action under User Entered JE Pending Approval state that sets the Custom Form field? -Jack…

Hi @"PaulFleetwood", What you described could be the reason the Workflow does not work on General Mass Updates since the Event Types option mostly control the User Interface side of NetSuite. Since Mass Updates directly modify the Database in its operation, there is no applicable Event Type yet to filter the scope of the…

Hi @"PaulFleetwood", To check the behavior on your end, may we request some screenshots of the Active Workflows subtab and the Workflow Logs of an updated record under Workflow History subtab > click on the Log link for the concerned Workflow at the time you performed the Mass Update, then mark the Show Rejected…

Hi @"Jyothi R", Based on the screenshots you shared, the Transitions from the Determine System Generated JE state to the next state will depend on the value of the System Created JE checkbox. So, when doing CSV Imports, are you setting the checkbox to False? Also, I noticed a potential problem on the User Entered JE…

Hi @"James Strang", Upon checking, the feature for monitoring the currently logged-in users is not yet available in NetSuite and the following Enhancement Request has been filed for this: Enhancement 27307: Admin > Ability to see all Users currently logged into the system You can vote for the Enhancement Request by either…

Hi @"paula.courtemanche", The keywords succeeding the system prefix (custrecord) for the Custom Record Field IDs can be freely customized by the Administrator who is setting up the fields. The Custom Record Field ID can be set in the ID field on the New Custom Field Page. See screenshot below: The above setup will create a…

Hi @"ssilveri777", Thank you for providing our requested information. To be able to include Custom Record Fields in a Transaction Report, the parent-child relationship between the transaction and the custom record should be the reverse of what you described (i.e. Custom Record is Parent and Transaction Record is Child) or…

Hi @"Brad3987399", I have conducted tests on my Test Account and I was able to select Non-Inventory Items from the List/Record Custom Field I created. See screenshots below for the results on my end using the Administrator role: Here are the Non-inventory Items that were created for the test: Here is the Custom Field…