Tag: case record

Restricting Case Access Based on Subsidiary

Summary: This article explains how to configure case access restrictions based on subsidiaries in NetSuite. By enabling this feature, support representatives will only be able to access cases associated with the subsidiaries selected for their support rep role. The article highlights the purpose of the “Restrict Cases Based on Subsidiary” checkbox and its impact on… Continue reading Restricting Case Access Based on Subsidiary

Create a Saved Case Search Based on Case Aging

Report on Support Cases which were closed within a certain number of days or which are considered aging. Solution Create a Saved Case Search that were closed in X days. In this example, assume that X = 7 days. Navigate to Lists > Search > Saved Searches > New Select Case Search Title: Enter a Search Title Check Public checkbox Click Criteria tab  Click Standard subtab Filter:  Select Formula (Numeric) Saved Case Search popup: Formula: Enter CASE WHEN (ROUND({‌closed} –… Continue reading Create a Saved Case Search Based on Case Aging

Online Case form sample template (Hiding mandatory fields)

This is a custom template That can be used for creating online case forms in Netsuite. The online case forms can be used to create a new case record in NetSuite from the website. While submitting the form a case record will be created on the NetSuite. In this template, we can see the script… Continue reading Online Case form sample template (Hiding mandatory fields)

Add “supplier name” under “COMPANY” in Case form

Description In the case form, can we add “supplier name” under “COMPANY” currently we can only select a customer and would like to use the case for issues with both. Solution Cases track the issues reported by your customers and the responses your support representatives give. Cases are created when your customers report problems, ask… Continue reading Add “supplier name” under “COMPANY” in Case form