Martha Hakes · NetSuite Administrator · Silver Medal

@Jam Amper-Oracle Thank you for that information. It is very helpful!

@Angela Bayliss Yes, I can create those. Thank you for your help!

@Angela Bayliss Yes I have the workflow in place, but want to show the status of the Approval and who the next approver is. Do you know how I would capture this on the custom fields?

@Jam Amper-Oracle Thank you for that information.

I have tried opening a case on workflow help before and was told they do not assist with that. But I will try it again. Thank you for all your help! @Jervin Nicholas Teopengco-Oracle

Thank you Jervin Nicholas Teopengco-Oracle! I am out until Monday so I will try it then.

@Jervin Nicholas Teopengco-Oracle thank you SOOOOOO much. I did have grouping on the saved search. But when I select the saved search I am not able to format. I want to have a bold message on the sales order that shows that the customer is on credit hold. Do you know a way to accomplish this?

Hi @Jervin Nicholas Teopengco-Oracle. Yes I have all context selected. I added execute as Admin and View/Update on the workflow. I it still is not working :(

@Jervin Nicholas Teopengco-Oracle See below

@Jervin Nicholas Teopengco-Oracle no the suggestion from ser_ZCWF3 did not work

@User_ZCWF3 Thank you. I will test that out. Appreciate the quick response.

Hi Chelsea Jacobs I do not recall if the workflow was created first. I am getting the information to populate on the item record but the data is not populating on the saved search. I am still working on it.

@Red Velasco-Oracle thank you for the information!

@Chelsea Jacobs Sorry for the late response. I set this up as instructed but I am not able to see the transaction saved search I created to pull into the item workflow. I do have filters on the search for internal id, but still do not see it in the list. Any ideas?

@Chelsea Jacobs Thank you! I will work on this tomorrow. I apprciate the help!

@Chelsea Jacobs Thank you for the information. So I would created another custom item record that is stored. How would I set up the workflow to set the field value? I am playing around in it but am not sure how to trigger it. Appreciate the help.

@Tigran Shahnazaryan Yes that worked. Thank You!

@Tigran Shahnazaryan Here is the filter screenshot

@Carl Pinto I found this in SuiteAnswers Scenario Alternate way to edit a locked custom list/record field from a bundle Solution Create the Custom Entity Field Navigate to Customization > Lists, Records, & Fields > Entity Field > New Configure the field with the following settings: Label: Custom List From Bundle Type:…

Hi @User_VA1OM. We have built a saved transaction search to see these. I have attached the criteria and results of our search Hope this helps

@Trixie Amora-Oracle I have not. Without the formula, it takes just a second to run and it returns 2180 records

Hi Trixie Amora-Oracle. I cleared the cache and logged back in and still get the timed out. I have added screen shots of that along with the criteria and results that they have built in this report.

Hi @Trixie Amora-Oracle Thank you for the response. I tried it now the report just times out

@Clarisa De Torres-Oracle Thank You!

@Angela Bayliss I can't see Discount Item in the results selection. Here is the criteria and a screen shot of the only discount selections.

Hi @Angela Bayliss The field I need to pull in is the discount item that discounts the entire order.

I was able to figure it out. Some of the accounting team had their preference set to HTML. If anyone else has this issue, make sure to check this. 1. Home > Set Preferences 2. Transaction tab 3. Transaction Email Attachment Format > click PDF 4. Click Save

Hi Angela Bayliss. Thank you for the assistance. I have not used set field display type before. I made the modifications to the workflow and it works now. Than you so much for the help!

Hi Angela Bayliss. Thank you for the help. I created the custom field, but nothing shows on the form. How it looks on the form. What I created This is the workflow. I may have set up wrong

Hi @Tris Mendoza-Oracle. Yes we have that box check and a handful of items will not appear on the report. I am not able to pinpoint why as we do not have an critiera excluding items. I have also opened a case on this but have not heard back