Hello @Peter Samy, Restricting files based on the user might not be natievly possible in Netsuite but with a combination of scripting and permission you might be able to restrict users from viewing particular folders where the files are located. I am still working on this to create a flow where this could be possible and…

Hello @Wee Ming, Just checking in to see if you got a chance to look at the solution I posted earlier. If you require further assistance, don’t hesitate to reach out. I’m happy to help!

Hello @AndreaSterns, Renaming the Scheduled Email Report PDF file in NetSuite directly is not supported as a straightforward setting within most standard NetSuite report scheduling workflows. By default, when you schedule a report to be emailed, NetSuite generates the PDF with a standard naming convention, such as the…

Hello @Maria Robinson, 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 @Ron Mc, I am working on this and will get back to you soon. I tried recreating it and ran into same error for Login Privileges. I changed the Script Execute As = Admin. Under Scriptd Record I have checkmarked Audience to All/Required Externals. I am still not able to get logs that the image was sourced.

Hello @Maria Robinson, Just to confirm If we are talking about Customer Payment form/record and form then Yes, we can implement an Approval Workflow on it by : Navigate > Customization > Workflow > Workflows > Choose Record Type = Transaction Subtypes : Customer Payment You can also create an Approval Workflow on Credit…

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 @Lee Ann R, Thank you for the update, Feel free to reach out in future if needed.

Hello @Wee Ming, Thank you for the clarification and update. If that's the case and these fields are not available for Legacy Tax users. If they available on the UI then the workaround that I can think of would be to create Custom Fields and populate them using a formula/workflow or a script and then utilize those via SQL.…

Hello @AndreaSterns, It seems like using a Scheduled Script or Workflow + Scheduled Action Script would be the way to overcome this limitation. The nlapiSendEmail() call in your script is what allows renaming the PDF before sending but NetSuite’s built-in “Scheduled Email” flow does not expose that filename parameter.…

Hello @Lee Ann R, 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 @Wee Ming, 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 @SaeedR, 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 Answer…

Hello @User_1W277, 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 @AndreaSterns, To rename a PDF attachment in an email, you can use a Workflow Action Script to set a custom PDF title. This involves creating a custom field to set the email subject, body, and PDF title. Below is a detailed article on how to do this : SuiteAnswer : 69220 Workflow Action Script> Send Email with…

Hello @Ron Mc, Yes, Suitelets with “Available Without Login” can be accessed via their external URL. The error means either there's a wrong URL, or your code is doing something that requires a logged-in user. _______ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New…

Hello @Rebecca Carter, glad it worked. Feel free to reach out or post questions in future if needed. Thanks. ________ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and…

Hello @User_ZCWF3, glad I was able to assist. Feel free to reach out or post questions in future if needed. Thanks.

Hello @Abhishek_A, That might happen due to Azure AD and NetSuite configs don’t fully match or NetSuite can’t map the user correctly. Can you try changing your ACS URL to : "https://xxx_sb1.app.netsuite.com/saml2/acs" and retry the above. SuiteAnswer Reference : 97768 Sandbox Account Number (ID) for SAML SSO Setup ________…

Hello @Dale Glen, 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, 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 know…

Hello @DustinMMS, 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_AZF4V, Just wanted to check if you were able to see my previous comment. Please provide the requested information so we can proceed with further investigating your concern.

Hello @User_ZCWF3, As per the SuiteAnswer : 8477 Defining Recipients for Saved Search Email. 1. For alerts, each recipient should get an alert only for the records they’re tied to. 2. For scheduled emails, results are summarized by default into a single message per recipient. Disabling Summarize Scheduled Emails should…

Hello @Rebecca Carter, I was able to create a workflow that re-directs to the record ID that's mentioned in the Custom Field. Below are the actions I used to achieve it. ______ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Hello @User_ZCWF3, that's the direction I am thinking as well, since TranID wouldn't redirect to a Record whereas Internal ID would be the right thing for SetFieldValue.

Hello @Rebecca Carter, I am still working on this and will have an update for you shortly.

Hello @Wee Ming, Here's how you would add "xml=TRUE" and find the correct Field ID. On the URL add "xml=TRUE" at the end and you should be able to see the XML version of the Record and also field IDs. __________ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to…

Hello @User_AZF4V, can you please elaborate the situation. Is there any other process interfering with the mass update. Any workflow, scripts trying to update or override the Custom Body Fields ?

Hello @S Hill, Thank you for the update. Feel free to post questions or reach out in future if needed. Thanks.