we explore two possible solutions for displaying announcements to Customer Center users in NetSuite. The goal is to ensure that announcements are effectively communicated to users and accessible from the Home Page, with consideration for both ease of access and potential risks. Solution 1: Custom Portlet A Custom Portlet script can be developed to display… Continue reading Summary of Announcement Management Solutions for Customer Center Users
Tag: custom portlets
How to Setup the Reminder Portlet for Case to Respond to
Scenario User would like to set up the Reminder Portlet to show the cases to respond to. Solution Navigate to Home Top-Right Corner: Click Personalize Personalize Dashboard: Click Standard Content Click Reminders Reminders Portlet: Click the 3 Dots > Setup Click Cases To Respond To Click Save Note: Cases records will only appear if the last message in the Case record comes from the Customer and the… Continue reading How to Setup the Reminder Portlet for Case to Respond to
List and update the latest Price details in dashboard using Portlet script
Suitlet Script /** * @NApiVersion 2.1 * @NScriptType Suitelet */ define([‘N/log’, ‘N/record’], /** * @param{log} log * @param{record} record */ (log, record) => { /** * Defines the Suitelet script trigger point. * @param {Object} scriptContext * @param {ServerRequest} scriptContext.request – Incoming request * @param {ServerResponse} scriptContext.response – Suitelet response * @since 2015.2 */ const… Continue reading List and update the latest Price details in dashboard using Portlet script
Dashboard Customization
Scenario: We need to create a html page and display it in the dashboard. Solution: Create the html page. Upload the html page into the file cabinet. Create Portlet script. Include the html page url as iframe in the portlet.(script given below) Personalize dashboard->custom portlet->select the portlet script. Portlet script: /** * @NApiVersion 2.1 *… Continue reading Dashboard Customization
Process of creating a Reminder Tile in NetSuite
Scenario: Creating the reminder tile. Solution: Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New. On the Dashboard Tile page, specify values for the following fields: Name – Enter a name that describes the metrics to be displayed in the tile. For example: Target Revenue This Quarter, Sales Order YTD, POs Pending Receipt,… Continue reading Process of creating a Reminder Tile in NetSuite
Prevent dashboard tiles from appearing in all custom portlets
Issue Faced: whenever creating new dashboard tiles, it is appearing in the custom portlet that sources “Dashboard tiles” even if that dashboard tile was not intended to appear in that custom portlet. For example, refer to the screenshot below. It is a custom portlet located in a custom center tab. The “Unfulfilled transfer Order” dashboard… Continue reading Prevent dashboard tiles from appearing in all custom portlets