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?
Author: Gloria George C
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
How to Remove the Remove Link from the child record
When a sublist on a record is based on a custom record and the sublist is set to be editable, you may notice that in the view mode of the parent record, a “Remove” link appears next to each line of the sublist. This happens because the relationship between the parent record and the sublist… Continue reading How to Remove the Remove Link from the child record
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
How to print a different header/footer per page
There are two options available for this. Option -1 With the PBR tag, a user can force a page break to pass an attribute to a section within the document. MACROLIST tag is specified on the HEAD element. It contains MACRO elements, which are assigned an ID used to reference later in the document. With… Continue reading How to print a different header/footer per page
NetSuite Pricing Hierarchy (Order of Precedence)
In NetSuite, item pricing for a customer is determined based on a hierarchy of pricing options. When multiple pricing rules exist (such as Group Pricing, Item Pricing, and Price Levels), NetSuite uses a specific priority order to determine the final price assigned to a customer. Here’s the pricing hierarchy NetSuite follows, from highest to lowest… Continue reading NetSuite Pricing Hierarchy (Order of Precedence)