Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @naresh_reddy I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_YPQHT Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

@User_QBFWY Sandbox から本番へ。両方の環境を確認する必要があります。

みなさん、時間です！ 🕛️ 正しい解答とその説明については、次の詳細を参照してください。 正解: 正 説明: カスタム・フィールドにデフォルトで付与するアクセス水準を設定することができます。 デフォルト・アクセスを設定するには、カスタム・フィールド・レコードを編集し、「アクセス」サブタブをクリックします。 カスタム・フィールドの情報へのアクセスの詳細は、SuiteAnswers ID 10096 Restricting Access to Custom Fields.を参照してください。 New to NetSuiteページにある他の有益な記事をチェックして、NetSuiteジャーニーを最大限に活用してください。

O tempo está acontecendo, pessoal!🕛️ Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta Correta: VERDADEIRO Explicação: Sim, você pode definir o nível de acesso que você quer para conceder por padrão os campos personalizados. Para definir o acesso padrão, edite o registro do campo…

¡Se acabó el tiempo!🕛️ La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: VERDADERO Explicación: Sí, puede establecer el nivel de acceso que desea conceder de forma predeterminada a los campos personalizados. Para establecer el acceso predeterminado, edite el registro de campo personalizado…

Time's up, everyone! 🕛️ Kindly see details below for the correct answer and its explanation: Correct Answer: True Explanation: Yes, you can set the level of access you want to grant by default to custom fields. To set default access, edit the custom field record, and click the Access subtab. For more information about…

Navigate to Documents > Templates > Email Templates. Locate and edit the email template in question and remove any restrictions.

Hi @naresh_reddy Try adding a date field on the Available Filters subtab. Add a date field to be able to compare saved search results over different date ranges in a Key Performance Indicators portlet, a trend graph, a KPI meter, or a KPI scorecard. If the type of search you have selected does not offer a date column as a…

Hi @User_L8FNG Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @naresh_reddy I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_YPQHT Are you using the same role? How about the browser's version? Is it updated?

Hi @kastnerd The video is working. Please try to reload the page, clear the browser's cache, or use a different browser.

Is this a new role assigned to the user? Have you checked for restrictions like classifications? Are you good in keeping that new role to this user?

Thank you for updating us in this thread, @JanKrejcik

Hi @User_L8FNG Are all users in the same role experiencing the issue? Are there any workflows or scripts running in this form or record?

Hi @naresh_reddy How did you configure your dashboard KPI? Please try the step below. Navigate to Home > Dashboard Click Personalize Dashboard Click Key Performance Indicators Portlet Click Setup Click Add Custom KPIs Select the Saved Search created Click Done Range: Select This Month Compare Range: Select Last Month…

@User_QBFWY これはスナップショットによって異なります。この問題をさらに調査するためのサポート・ケースを作成することをお薦めします。ケースの作成にサポートが必要な場合はお知らせください。

Hi @User_H43BJ Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @User_Q1DPO, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_NJKAD I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_2OF6Z I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi8 @User_NJKAD It may take several hours. In some cases, it may take up to 24 hours. Please let us know if you have further questions. Thank you.

Hi @User_2OF6Z A sales rule is a set of parameters for how NetSuite assigns potential customers to sales reps. Sales rules are based on standard and custom fields found on lead, prospect, and customer records. If you do not have the Sales by Location field, have you tried using the City, State or Zip/Postal Code instead?

Hi @User_Q1DPO, You can do this through workflow. See SuiteAnswers ID 66731 as a reference on how to create a workflow. Also, as previously mentioned in your other thread, you can use a script. If this is dunning, you can check out the workaround posted in this thread below.

Hi @Kedalene, Please make sure that the role has permission to these following records. Thank you.

What type of roles are these? Did these roles come with a bundle?

@yuki nomoto様 ScruiteScriptのようなロックされたフォルダ・レコードの「グループによる制限」フィールドを使用する機能は、機能改善要求#205578として記録されます。SuiteIdeasにアクセスし、この機能改善に投票してください。 参考になれば幸いです。ありがとうございます。

Hi @User_H43BJ That is how it was set. Please see below. For reference, see SuiteAnswers 87470 System Notes v2 Workbook.

Hi @BM136 The ability to separate permission for global and saved searches is logged under enhancement request #415347. As a workaround, you need to review each saved search and add a restriction. I hope this answers your question. Thank you.