Author: Nived Krishna

User Who has Full Permission for Workflow Cannot See Existing Workflows

Scenario Using custom role with proper permission, user navigates to Customization > Workflow > Workflows but some existing workflows are missing.  Solution Ensure that the role has permission to the record type(s) where the missing workflows are applied to. For example, if the Workflow is created for Opportunity records, make sure that the role has Opportunity permission with Full access level.  Navigate… Continue reading User Who has Full Permission for Workflow Cannot See Existing Workflows

Sending ID Values From Record to List/Record Field of Another Record Using Go to Record Workflow Action

Scenario In some circumstances, sending the name or id value of one record to the List/Record field of another record requires a procedure. For instance, when a new customer record is generated, the name of the newly created customer appears inside the customer List/Record field of a new Sales Order record, pre-populated.   Solution Navigate… Continue reading Sending ID Values From Record to List/Record Field of Another Record Using Go to Record Workflow Action

SuiteQL remaining Amount fields for Transactions

For transactions such as Bill Credit, Credit Memo, Customer Deposit, and Payment, we utilize the “transaction.amountremainingbasecurrency” attribute. However, for all other transaction types, we rely on the “transaction.foreignamountunpaid” attribute to determine the remaining balance.

SuiteQL Query creation using WorkBook Dataset

Create a WorkBook database with the necessary fields as per your requirements. There is an Export button that allows you to download it as SuiteQL. Then the file will be downloaded to your system

Populate Customer ID from Sales Order to Deposit with Workflow and Go To Record Action

Scenario Populate Customer ID from Sales Order transaction to Deposit with the use of workflow and Go To Record action.   Solution   Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Sales Order Event Definition:  On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Click State 1 Bottom Right Corner: Click New Action Click Go To Record Parameters: Record Type: Select Customer Deposit Field: Select Customer (Payments… Continue reading Populate Customer ID from Sales Order to Deposit with Workflow and Go To Record Action

Known Excel Limitation for Values with More Than 16 Digits

When opening a CSV file directly, Excel treats long numeric sequences as numbers and displays them using scientific notation. This treatment leads to a loss of precision when the number has more than 16 digits and to loss of information when digits at 16+ position are truncated. Even if apostrophes or double quotes are used… Continue reading Known Excel Limitation for Values with More Than 16 Digits

Mass Delete the Data on the Memo Field of a Credit Card Information under Customer Records

Scenario The user wants to delete all the date on the memo field on Customer Records credit card section.   Solution Create a Saved Search customer to show customers records to be updated.   1. Go to Lists > Search > Saved Searches > New 2. Locate and Click Customer 3. In the Search Title… Continue reading Mass Delete the Data on the Memo Field of a Credit Card Information under Customer Records

Convert Seconds to HH:MM:SS

function secondsToHMS(seconds) {   const h = Math.floor(seconds / 3600);   const m = Math.floor((seconds % 3600) / 60);   const s = seconds % 60;   return `${h.toString().padStart(2, ‘0’)}:${m.toString().padStart(2, ‘0’)}:${s.toString().padStart(2, ‘0’)}`; } console.log(secondsToHMS(3661)); // Output: “01:01:01”

Deep Clone an Object

function deepClone(obj) {   return JSON.parse(JSON.stringify(obj)); } const original = { a: 1, b: { c: 2 } }; const clone = deepClone(original); clone.b.c = 3; console.log(original.b.c); // Output: 2