Month: October 2023

A custom role cannot see the Run Unrestricted checkbox  under Results subtab when creating a saved search.The Run Unrestricted feature on Saved Search is currently available for Administrators only. System Notes Search Returns No Results for Non Admin Role When Run Unrestricted = T A non-administrator user is unable to see User Notes and System… Continue reading “Run Unrestricted results” checkbox in the saved search

Your administrator specifies which roles cannot change the setting for server SuiteScripts and workflow triggers on individual CSV imports. If the Run Server SuiteScript and Trigger Workflows box is available, you can change the setting for the current import. Clear the box to disable all server SuiteScripts and workflow triggers during import job processing. Check… Continue reading Sever Side scripting triggering while CSV import

By default, the Import Assistant expects the pipe “|” to be the delimiter for multi-select field values. The Assistant also supports the use of any other single character as a custom multi-select delimiter. To use a custom character as a delimiter instead of the pipe, enter it in this field. The Import Assistant then interprets… Continue reading Custom Delimiter in CSV Import

Overwrite Sublist option replaces sublist data as a whole, rather than checking for individual fields mapped to CSV file fields with no data. • Your setting for the Overwrite Sublists option affects imports of sublist data when one of the following data handling option buttons is selected: Update, Add or Update. By default the option… Continue reading Difference between Overwrite Missing Fields and Overwrite Sublist Option in CSV Import

Create Workflow Navigate to Customization > Workflow > Workflows > New  Basic Information: Name: Enter Set Field Mandatory as per Check Box Record Type: Select Vendor Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always  Enable Logging: Enter Checkmark Initiation: Event Based: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select -All-  Click Save Click State 1 Bottom right corner: Click New Action Click Set Field Mandatory Basic Information: Trigger On: Select Before Record Load Parameters:… Continue reading Set Field Mandatory via Workflow if Checkbox Is True and Not Mandatory if Checkbox Is False