Setup & Customisation
Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form
A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.
Identify Item Receipt PDF Template
To identify Item Receipt PDF Template, check if there is Basic Layout or Advanced PDF/HTML Template used for printing of Item Receipt.
Highlight Text in Advanced PDF/HTML Template
User needs to highlight a text on their printout.
Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms
Under Setup > Sales > Sales Preference > General tab, the Administrator can set the preferred Lead form and preferred Prospect form in the Preferred Lead Form and Preferred Prospect Form fields.
Adjust the Width Size of a Custom Field
User needs to adjust the width of a Text Box on their custom case form to a smaller size.
Display Unit of Measure beside Custom Field
User would like to know how to add Unit of Measure (UOM) beside their custom field.
Set Up Preferred Packing Slip for Specific Role
Set Up Preferred Packing Slip for Specific Role.
Date Billed Does Not Appear on Print/Email for Invoice
Show the Date Billed field on each line item of an Invoice PDF and Email while the preference for Combine Time Items on Invoices is disabled.
Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow
Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.
Creating Scriptable Templates
You can create scriptable templates with a text/HTML editor outside of NetSuite, or you can use the Text Editor field on the Template subtab of the template record itself. If you create a scriptable template outside of NetSuite, save it as a plain text (.txt) or an HTML (.html or .htm) file.
Setting the Store Value Field
On page load and page save, dynamic defaults are evaluated and each NetSuite tag is substituted. For these substitutions to be made each time, the Store Value box for the custom field must be cleared.
Drop Zone Is Missing in Records with File Drag and Drop
The missing dropzone can be caused by several factors:
Associating Custom Code (Client SuiteScript) Files With Custom Forms
On the Custom Code subtab, define any existing client SuiteScript files to use with this form. When the script's executing function is called, the actions defined within the script (and any built-in NetSuite actions for that form type) are performed.
Adding Disclaimers to Transaction Form Footers
You can add a footer to the bottom of your standard transaction forms. Footers can be used to add text and space for a variety of reasons such as:
Configuring QuickViews for Custom Records
Unlike built-in standard records, there is no default QuickView for custom records. Because the fields on every custom record are unique, there is no way for the system to set default QuickView fields for all custom records. Therefore, you must create custom record QuickViews yourself by performing the following steps.
Moving Fields and Lists Between Subtabs
You can move fields and lists (the Contacts list on entry forms, for example) between subtabs on entry forms. After you have made changes on the Custom Form page, click Save & Move Elements to move fields and lists on the form to other subtabs.
Linking Transaction Forms
On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.
Mass Update Custom Form on Existing Transactions via Mass Update Script
A user prefers to use a single form for all transactions (new and existing) as other custom forms need to be inactivated.
Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows
- ClickEditbeside the Workflow to modify
- Locate theStatecontaining the Send Email Action
- Double-clicktheState
- ClickSend Email Action
- Condition:
- ClickOpenbeside the Condition field
- Workflow Condition:
- Field: SelectNext Approver
- Compare Type: Selectnot empty
- ClickSave
- ClickSave
- ClickDone