Hello you might need to check the below : 1. Custom Record Permissions : a. Go to Setup > Users/Roles > Manage Roles > Edit the relevant custom role. b. Under Permissions > Custom Record, add your Equipment Tracking custom record with appropriate access (Full) 2: Employee Record Permissions a. Still on the Role edit…

Hello @Divya Unnikrishnan, I I successfully created a saved search and published it to the Vendor Center dashboard. Additionally, I set up a new custom role with permissions similar to the Vendor role. To allow vendors to view inventory details on purchase orders, I included Item permissions in this custom role. If vendors…

Hello @Divya Unnikrishnan, I’m still working on this. From my testing, creating a custom role risks exposing too much data to the vendor, which could lead to a data leak. I also tried adding a dashboard to the Vendor Center, but that approach didn’t work well. Setting up a dashboard on a custom role, however, worked…

Hello @User_1D0ZP, It is not possible to view deleted records using System Notes Saved Search since it doesn't contain notes or logs for records that are delete. However you can create a report using SuiteAalytics(Netsuite2.com) to do this on the UI you would follow the steps below : Go to Analytics > Datasets > New…

Hello @Leonardo Diego, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case…

Hello @aisaadaniya, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @User_1D0ZP, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @User_1D0ZP, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Peter Samy, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Maria Robinson, Thank you for the response, feel free to post questions or reach out in future if needed.

Hello @User_Q3A12, I tried changing the field to have the "Store Value" option unchecked. In the customized form, I added the custom field to the Expense subtab (Customization > Forms > Transaction Forms > Vendor Bill > Expense Subtab) and made sure the custom field appears as a column. The custom field is set as Free-Form…

Hello @User_A, In NetSuite, you do not need workflow permissions if you are only participating in an approval workflow (for example, as an approver or recipient of workflow actions). You only need baseline permissions to access the transactions, records, or forms that the workflow interacts with. You only need Workflow…

Hello @Ron Mc, Thank you for the update, feel free to reach out or post questions in future if needed. Thanks.

Hello @User_1D0ZP, Sorry for the delay I am still working on this and will get back to you shortly.

Hello @Ron Mc, Just wanted to check if you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Abhishek_A, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Wee Ming Just wanted to check If you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @User_Q3A12, I was able to populate the CustomField. I used the configuration below. Setup workflow Record Type: Transaction Subtype : Vendor Bill Name: Workflow Name Release Status: Released (Enable Logging : Always) Trigger On: Before Record Submit Save and Edit. State 1 : Click New Action > Sublist Action Group.…

Hello @Peter Samy, After researching this issue, I found that there are multiple enhancement requests already filed on this topic. I’ve listed them below for your reference. At this time, the only workaround I can suggest is to restrict folder access to specific static groups or departments. Enhancements: 1. 118887…

Hello @User_1D0ZP, You can take a look at the SuiteAnswers below To create a Saved Search to show the all the changes made to a role. Navigate to Lists > Search > Saved Searches > New Search Type: Click Role Click Criteria Click Standard Filter: Select Custom Custom: Select Yes Click Set Click Results Click Columns Field:…

Hello @Dext3r, Glad you were able to get it working! That's a pretty detailed formula. Feel free to reach out or post questions in future if needed.

Hello @User_1D0ZP, To track all actions taken by users with admin roles in the past month. You can create a Saved Search as Below : 1. Navigate to: Reports > Saved Searches > All Saved Searches > New > System Note 2. Define Criteria: Date is within last month 3. User : Role = Admin (Add further filters if you only want…

Hello @User_NR4W1, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Ron Mc, can you please share your <img src> tag code that you are using, a small snippet or overview of your flow would work as well.

Hello @AndreaSterns, Glad I was able to assist. If you need assistance in future, please don't hesitate to let us know so we can provide you with support. Thank you and have a great day ahead!

Hello @Abhishek_A, Please review the articles below, as they should help guide you through the correct setup process. If you continue to experience issues, it is recommended that you submit a support case for if you still need assistance as this might require additional troubleshooting or investigation. 1. Configuring…

Hello @Wee Ming, You can automate this process by creating a workflow that sets the custom field value whenever a record is created or updated. To apply the change to existing records, run a mass update to trigger the workflow and update older entries. Going forward, new transactions will be updated automatically as well.…

Hello @Judy Perry, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Dext3r, You can trigger workflows at different Contexts and Trigger Types. There are multiple ways to achieve this. 1. Create a saved search for the Transactions created between a certain time frame and use that to trigger the workflow. 2. Add condition to the workflow action itself If Created Date (System Notes) >…

Hello @Dext3r, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! _____ In case you…