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Can't I submit a case by email instead of a form? Where can I read about Support Case settings? Setup - > Company -> Enable Features -> CRM :: check 'Email Case Capture' Setup -> Support -> Support Preferences -> Inbound Email :: NetSuite Address This provides the link for the email form (send-to). You can place this…
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I took a look at the error and it appears that for some reason this online form is being submitted to the wrong server possibly because of the way it is being embedded in your customer center. How are you embedding this online form in your customer center? Thanks, Yang Yang, I tried external link, internal link, online…
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Would anyone know how to write this in PHP? <a href="mailto:[NetSuite Address]?subject=New%20Support%20Case&body=Please%20provid e%20details%20below:%0A">Email a Support Case</a> Not sure what your asking. It is HTML: Inline on a PHP page: <?php //my PHP code here for whatever reason ?> <html> <head>...</head> <body> <?php…
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There is a webstore feature which allows you to embed online forms into your website but unfortunately it is only available for online lead and online case forms. Hmmm... Perhaps you could enter an enhancement request to make it available for custom record online forms? Yep, that would be a very nice capability to offer...…
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Not sure why it would not be "firing" or what that means. Check your log execution for any errors. If all you want to do is force a specific internal form, you can do this in BeforeSubmit and save the overhead of having to reload and resaving the record. Just change the customform field to the ID you want it saved as. If…
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Thanks so much Steve you sorted my problem out !!! I've set that 'templatestored' field to 'T' and it worked. Just curious to know where this is documented as I didn't come across it last time I was going through the Server Scripts user guides No docs I'm aware of. Thank Evan and this forum (that's where I learned of it).…
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That description of the fields is right - but I am not sure what you mean by your last question. Thanks, -e I'm not sure how NetSuite partitions one subscriber company from another (your customers) so was wondering how unique is unique for an internalid. Is it unique only within the specific subscriber company or unique…
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Ah, OK. What about making the parent child field hidden? Could I not have a child drop-down on record B that would create the link. Then on theparent record since this is hidden, hopefully it is still exposed to allow me to set it to an inline text field. That way the only activity is on the child side and I can manage…
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Right now, the only way to enforce 1:1 is with suitescript. Thanks, -e That's OK Evan but how? You can attach records from the view mode which doesn't capture client-side events and in edit mode I could not see any events firing when a record was attached. Lots of questions: 1. is this server-side or client-side? 2. what…
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But I didn't think the "friendly" names had to be unique - only the "cryptic" id? Thanks, -e OK, now I think I'm confusing myself given what you just said jogs my memory. I need to clarify this for my own purpose: field 'internalid' is a unique NetSuite generated ID that represents a unique ID for the record and can not be…
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Have you tried experimenting with auto-numbering on custom records. You can allow override and put your cryptic ID in, then the drop down will show both ID and "friendly" name. Thanks, -e I did but the text I want to display may not be unique. I'm using a field in the record to create a random string (which I want to…
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As a result of your post, an enhancement request has been created. It's enhancement # 122609. Please file a case and have your attached to this record if you'd like to track the progress of the enhancement request. Thank You. Thanks John.
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If you don't apply to sales transactions you can still individually apply to particular forms but it won't get set to show in general. Hope this helps. Thanks, -e Nice trick. Thanks. Saves me a lot of work.
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They are in setup/setup sfa. Here you can define the default form to use for lead and prospect. That was it, thanks to both. I had temporarily setup a role to default the form but knew that was not going to scale quite well... Thanks. -Steve
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That would make sense. I knew it was a stupid question. I keep forgetting I'm in admin when I test things. Thanks. -Steve
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I would not expect it to take hours. It doesn't have to make changes to the case records, since the IDs will remain the same. Thanks, -e That's what I was wondering, but I thought the ID changed from 'customlist_xxx' to 'customrecord_xxx'? Or is that just a display and the real reference ID in NetSuite remains the same?
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Client doesn't happen to have a sandbox do they? Hi Evan, They do have a sandbox and that's where I want to try doing the conversion first. However, we are also doing a lot of other development for a end of Dec release so I am leery of trying this because we already routinely experience a lot of timeouts on the sandbox…
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The id of the individual records referred to by the case records remains the same. So that would imply that it doesn't matter how many records a list field with the custom list reference is associated with and that it should be the same time to convert whether one record or a million records?
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I haven't tried it but perhaps this could help you remove the New button. https://usergroup.netsuite.com/users/showthread.php?t=7089 Yes, thought about this but... 1. I was under the impression that UI object manipulation required that you had a created form via the UI as well. If there is a way to add and remove UI…
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Check the permissions of the search itself, that's what happened to me. The permission of the search is set up to be 'Public' (which sets all audiences selected automatically) and under the roles I see the specific customer center role with all preferred checkboxes checked (which is the result of restricting them in the…
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Under the custom record settings, there is a tab where you specify the search form used for List view, sublist view etc, link your search form this way. Are you talking about the 'Permissions' tab? If so, I did all that (read previously). Otherwise, which tab?
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I'm having problems also, but maybe slightly different. 1. Have custom records that have a field which links to customer records 2. Permissions for the login role to the customer center have been set to 'View', 'Restrict Viewing and Editing' and the 'Restrict Yes' is set to point to a specific saved search which is set up…
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OK, I think I may have found the problem, which is not so good. One of the links in the saved search result is a join to an Item record field. In the custom record there is a link to a specific item. The ones displaying were items which had their 'Display in Web Site' checked. The ones not, did not have this checked.…
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The way i would currently go about the functionality you suggested is to give the users edit access to the custom record and deploy a beforeLoad server suitescript to the record. When a record is created (i.e. type = 'create') the server suitescript... cheers Dave Dave, Good suggestion. I can simply look at the form being…
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Thanks slarsen, For some reason I am unable to restrict the list view from the custom record. I know I should be able to but I get no option on the list dropdown. In the custom record under permissions, aside the specific role, select the list view you want to restrict and then check 'Restrict' aside the selected form.…
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You amaze me sir. Thank goodness for the usergroup. How did you figure that out? I saw nothing in the help files about that. Is it something you happened to discover? I carry the painful scars of trial and error...
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I'm having a kind of similar issue... How can I restrict the list view of this custom record type? Each view is essentially a saved search. Set Audience/Roles for the view (rather than public) which will remove them from the list in the Customer Center to only show views that have the customer role selected. One other…
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You checked use permissions in the header of the custom record? Yes, it is checked.
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Steve, Your requirement is very much needed in general and also re-opens a forum thread I put here over two years ago about the security hole in NetSuite. As you mentioned, you can filter general lists via a saved search and applying it to specific roles but you CANNOT filter built-in lists in a form. So, if you wanted to…
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I'm desparate here... Is no one at NS knowing what is causing this???