Alex Joves -Oracle Bronze Trophy

Hi @User_DU7YV! Good day! Just to confirm is there a link (Upgrade checklist) in the upper right of the custom transaction forms or custom entry forms list? If yes, can you click on it? Based on SuiteAnswer 10161: If you do not see this link (Upgrade Checklist) in the upper right of the custom transaction forms or custom…

Hi @Daniel P! Good day! Creating a workflow that will force the record to follow the approval process may require certain conditions. There will also be certain triggers or saved searches that can or will be used in some instances. We cannot fully explain the complexities since each workflow would be customized based on…

Hi @User_FL4CK 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!

Hi @User_FL4CK 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!

Hi @Kedalene Administrators or users with the full level of the Customize Field Level Help permission can edit or remove the custom help for a field. If you have users who need to enter custom field level help for standard fields, you can allow them to do this by assigning them the full level of the customized field level…

Hi @Kedalene! Have you seen our last comment? Let us know if the information provided was helpful. 😊 We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier. Hope you…

Hi @User_2OF6Z 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!

Hi @Kedalene! Thank you for the clarification. Using the role mentioned, have you tried to clear your cache and disable/enable the preference again? You may also try to set it via your Admin role, to do this: 1. Navigate to Setup > Users/Roles > Manage Roles 2. Select the Role > Edit/Customize 3. Preferences Tab > Show…

Hi @Kaden B! You're welcome! We'll be sending an email regarding this. We kindly ask that you check your inbox for further instructions and respond as soon as possible. Thank you!

Hi @Kedalene! Just want to confirm, is the field level help missing for a specific role? You might want to check the SuiteAnswers below: SuiteAnswer 94108: Custom Field Level Help Does Not Show SuiteAnswer 19963: Custom Field Level Help Definition Does Not Update

Hi @Varonis inc. Have you seen our last comment? Please let us know if you need further assistance on this. Thank you!

Hi @Kedalene! Have you seen our last comment? Let us know if the information provided was helpful. 😊 We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier. Hope you…

Hi @Kaden B! Have you seen our last comment? Kindly let us know if you need assistance in creating a support case. Thank you!

Hi @Bill Quinn 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!

Thank you to our members for sharing your insights on this concern. ❤️ Hi @Varonis inc., can you provide screenshots of your custom field setup? Please don't forget to redact any confidential information such as email addresses, account ids, personal info. Thank you!

Thank you @Divya Unnikrishnan & @MJ Fernandez Erro-Oracle for sharing your insights on this! ❤️ Hello @User_64PY4, Kindly check what our other members mentioned and the SuiteAnswers article provided. You can also check this New to NetSuite article regarding Lock Record: New To NetSuite | Workflow: Lock Record We hope this…

Hi @Vernita Good day! If the location is part of a list in a record, you can use this for the filtering. Kindly note that filtering applies only to lists of record and it does not apply to custom lists. If your goal is to filter the custom field via the location, you might need to change the field type to multi-select and…

Hi @JoshuaGardner 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!

Hi @Mitchell Carlisle 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!

Hi User_B1J9S, Have you seen our last comment? Kindly let us know if you need further assistance. Thank you!

Hi @Kedalene! That is correct, the Make Mandatory in Accounting Preferences affects all Transactions. If you check this box, records and transactions cannot be saved without completing this field. If you check this box, the system will prevent you from hiding this column on a custom form. The option to make the location…

Hi @Kaden B! For your inquiry, it may be best to file a support case as support can confirm if this is a NetSuite limitation or an NSAW-specific limitation. They can also suggest and recommend other alternative solution for your inquiry regarding the OAC content in an external iframe. If you need help in filing a case,…

Hi @Kedalene! Is the Make Locations Mandatory preference under Setup > Accounting > Accounting Preferences > General tab enabled?

Hi User_B1J9S, Good day! Just to confirm, is the custom segment you created showing on the dropdown list of the column dropdown (like Class, Department and Location)?

Hi @Kaden B! As per further checking, it seems that this is not possible at the moment. First, NSAW visualizations cannot be viewed by users without certain roles (data warehouse integrator and any NSAW user group) and in order for the system to check on those, the user must be signed in to their NSAW account. Hence, the…

Hi @AmitCohen 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!

Hi User_B1J9S, Have you seen our last comment? Let us know if the information provided was helpful. 😊 We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier. Hope you…

Hi @Kaden B, Good day! You might be looking at an outdated solution for NSAW portlets where it uses a script file and a custom portlet. In the current version of NetSuite, there should be an available "NSAW portlet" option where you will simply need to put the visualization's URL. However, one of the requirements for this…

Hi @Prince Lenin 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!

Hi User_B1J9S, Good day! Can you check the following? Make sure that Search/Reporting Access Level is at least set to View by default, or the role accessing the Report have Search/Reporting Access Level to View (Custom Role > Unable To Select Custom Segment on Filter When Viewing Reports), or Make sure that Custom Segment…