Use case of unchecking the Store Value checkbox during the custom field creation

 What is the Store Value checkbox? By default, the Store Value option is enabled so that custom field values are stored in your NetSuite account. If you don’t want any changes entered stored in the custom field, clear the Store Value box. Not storing the value enables you to look at data that’s stored elsewhere. If you don’t store… Continue reading Use case of unchecking the Store Value checkbox during the custom field creation

Importance of the defaultValue in the record.create

When you create records of certain types, you can use the defaultValues parameter to provide default values for fields in the new record. For some record types, some default values are required. For example, when you create a script deployment record, you must provide the internal ID of an existing script in your account (to associate with… Continue reading Importance of the defaultValue in the record.create

How to lock the record only in the user interface through workflow?

We can use a workflow to lock a record. By default, this lock applies in all contexts except “Web Application” and “Web Store,” meaning no updates can be made through scripts, REST, or SOAP services. If the intention is to restrict only users making direct updates in the record, then in the workflow’s context settings,… Continue reading How to lock the record only in the user interface through workflow?

How to global search records using custom field?

When creating a custom field for a record, there’s an option to include it in the global search. Enabling this allows the record to be found in global search results using the value entered in that custom field.

How to Email the saved searches and reports to specific role users or dynamic Groups

Overview By default, NetSuite does not support role-based emailing in Saved Searches or Reports. Additionally, dynamic groups are not supported in standard saved search email distribution. To overcome this limitation, we can use a SuiteScript Map/Reduce script to generate and send search results to users belonging to specific roles or groups. Solution Approach We achieve… Continue reading How to Email the saved searches and reports to specific role users or dynamic Groups

Steps to Create a Dynamic Group in NetSuite

Steps to Create a Dynamic Group in NetSuite Navigate to Group Creation Go to: Lists > Relationships > Groups > New Choose Group Type Select either Employee, Customer, Vendor, or Partner depending on who you want in the group. Since you want users of a certain role → choose Employee. Select Group Type = Dynamic… Continue reading Steps to Create a Dynamic Group in NetSuite

Types of Workflow Release Statuses and Their Functional Significance

In the workflow, there are four different release statuses. Suspended In suspended status, no new instances of the workflow are created, and no existing instances of the workflow are executed. If the workflow includes scheduled workflows, transitions, or actions, none of them will be executed. When an active released workflow is suspended, all the active… Continue reading Types of Workflow Release Statuses and Their Functional Significance

Controlling Page Numbers and Forcing Odd/Even Page Starts in NetSuite PDFs

In NetSuite’s Advanced PDF templates, you can control the starting page number and ensure that certain pages begin on either an odd or even page. 1. Default Page Numbering By default, the first page of a PDF is numbered 1. You can override this default using the pagenumber attribute in the <body> tag. Example: <body… Continue reading Controlling Page Numbers and Forcing Odd/Even Page Starts in NetSuite PDFs

How to Create a PDF with Different Page Sizes and Layouts in NetSuite

In NetSuite’s Advanced PDF/HTML templates, it is possible to generate a single PDF that contains pages with varying sizes and layouts. This can be achieved using either the <pbr> tag or the <pdfset> tag. 1. Using the <pbr> Tag The <pbr> (page break) tag allows you to break the page and specify different size or… Continue reading How to Create a PDF with Different Page Sizes and Layouts in NetSuite