Scenario: there is a discrepancy in the saved search total count when accessed via Administrator role and R1 role. When logged via Administrator role, we could see that the total count of the search output is 185 whereas R1 returns 171 Solution: Admin login search : R1 role logged in same search at same time This… Continue reading Difference in search count during accessing via different roles
Tag: Restrict to roles
Hide inactive subsidiary from ‘Subsidiary context’ in consolidated reports, even if there are no associated transactions
The ability to hide the inactive subsidiaries from the subsidiary context in reports is currently logged as an enhancement in NetSuite [#132165] and is in voting stage. As an alternate workaround, we can use the subsidiary restriction in the roles for restricting the subsidiary context view. If the role has access to all subsidiaries, we… Continue reading Hide inactive subsidiary from ‘Subsidiary context’ in consolidated reports, even if there are no associated transactions
Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.
Create a Custom Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label = (Example: Private Customer) Type = Checkbox Store Value = checked Applies to = Customer Click View Create the workflow Navigate to Customization > Workflow > Workflows > New Set the following: Name = Restrict View Sub Types = Lead, Prospect, Customer Release Status = Released Keep Instance and History = Always Enable Logging = Checked Release Status = Released Keep Instance… Continue reading Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.
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