Using a Custom Formula Field in a Search

On an advanced or saved search page, on the Criteria or Results subtab, select the previously defined custom field and set criteria as for any other custom field. Click OK. Click Submit to view your search results. If the searches are returning static values for a custom formula field instead of recalculating when new data is entered into the system, the field… Continue reading Using a Custom Formula Field in a Search

Assigning full access for a role by their location

Requirement: The client wants to assign full access to a record for a specific role if they have a specific location. Solution: Instead of granting full access to the role with the specific location, we can restrict the role from deleting the record using a workflow. Assign full access to the role for the specific… Continue reading Assigning full access for a role by their location

Best Practices for Storing Data in the Cloud:

Data Classification: Classify data based on its sensitivity and importance to determine appropriate security measures and access controls. Encryption: Implement encryption mechanisms to safeguard data during transmission and at rest in the cloud storage. Regular Backups: Set up automated backup schedules to ensure data redundancy and protection against accidental deletions or data corruption. Access Controls:… Continue reading Best Practices for Storing Data in the Cloud:

The Significance of ChatGPT and AI in the Current Era

In recent years, we have witnessed a remarkable transformation in the field of artificial intelligence (AI) with the emergence of advanced language models like ChatGPT. These AI systems are reshaping various aspects of our lives and have become indispensable tools in many industries. Let us explores the importance of ChatGPT and other AI technologies in… Continue reading The Significance of ChatGPT and AI in the Current Era

Give Customers Permission to Request and View Quotes

Edit the Customer Center role in NetSuite to give your customers permission to request a quote and view their submitted quotes. To edit the Customer Center role permissions for Quotes: Go to Setup > Users/Roles > Manage Roles. Click Customize next to the Customer Center role. Go to the Permissions tab and the Transactions subtab. Change the level of access for… Continue reading Give Customers Permission to Request and View Quotes

SC Grid Order

The Grid Order extension lets you set up matrix items to display purchasing options in a table on the Product Details page (PDP). When you activate this extension, you configure items to use Grid Order. These items display purchasing options in a tabular format in place of the standard experience. This view is ideal for… Continue reading SC Grid Order