Restricting a form for a custom role in NetSuite ensures that users assigned to that specific role can only create or edit records using the designated form. This restriction prevents users with that custom role from accessing or using any other forms associated with the same record type. By doing this, the restricted form becomes… Continue reading Restricting Forms for Custom Roles in NetSuite
Tag: Preferred form
Unable to save project record in the form that is not preferred
Requirement: I have multiple custom project forms and whenever I switch the preferred form setting from one to another, NetSuite changes the form for all the excising project records accordingly. Also, I am not able (in admin role) to save the project in the form that is not defines as the preferred at that moment.… Continue reading Unable to save project record in the form that is not preferred
Set a Preferred Custom Form as the Default form for FAM Asset Records
Scenario – A custom asset form has already been created and the ‘ FORM IS PREFERRED’ checkbox has been marked. However, on opening the asset records, the standard form is shown as default. Check the preferred forms for roles in the FAm asset custom record. Using Administrator Role, navigate to Customization > Lists, Records & Fields > Record Types Click on FAM Asset In… Continue reading Set a Preferred Custom Form as the Default form for FAM Asset Records
Preferred form for Sub customers
Preferred Sub Customer form set up