TRIM function Removes leading or trailing characters (or both) from a character string. Syntax: TRIM([ { { LEADING | TRAILING | BOTH } [ trim_character ]| trim_character}FROM ]trim_source) TRIM(‘,’ FROM {fieldID}) will remove the ” , ” from the field values.
Author: Anila George
Not able to select customer, Lead, or prospect in the timesheet
When tracking time, the user is not able to select any lead, prospect, or customer in the customer field in the timesheet. Navigate to Setup -> Accounting-> Accounting Preferences Uncheck the ‘Show projects only for time and expense entry’ box. The the customer records will be available to select in the timesheet.
Remove Comma from the text field in Saved Searches
The formula to remove the commas (for 1000 separation) in the amount/currency type fields can not be applied for text fields. For the text fields, the replace function can be used to remove the comma. REPLACE({amount},’,’, ”)
Remove Comma from the Amount and Quantity fields in the saved search
In the amount and quantity field in the saved search results, there will be a comma separation for values that is greater than 1000 (Ex: 2,245). To avoid these commas, we can use the TRIM function. TRIM(‘,’ FROM {amount}) When using the TRIM function, the decimal part will be removed if it is .00. So… Continue reading Remove Comma from the Amount and Quantity fields in the saved search
The Workflow does not Trigger in the CSV Import Context.
When the records are created through CSV import, the associated workflow does not trigger even if the CSV import is added in the workflow context. One reason for this may be not enabling the ‘Run Server SuiteScript and Trigger workflows’ check box in the import assistant. In the Import Options step, under Advanced Options check… Continue reading The Workflow does not Trigger in the CSV Import Context.
Custom Role Does Not Appear in the View My Roles Page of the Sandbox/Production Account
A new custom role is created by customizing an existing role. To test the role, the user added this role to the employee access list. But this role does not appear in the ‘View My Roles’ section. This behavior may be caused by the SAML Single Sign-on permission. Roles that have this permission are treated… Continue reading Custom Role Does Not Appear in the View My Roles Page of the Sandbox/Production Account
Not Able to see the Audit Trial of Saved searches
The user is not able to see any changes in the Audit Trial subtab in the saved searches even if there are changes made to the saved search. One possible reason for this one will be the lack of enough permission. Users need to have the Administrator role or the Unrestricted Analytics Audit Trail permission… Continue reading Not Able to see the Audit Trial of Saved searches
Not able to link the same Item Receipt in multiple Bills.
When creating the purchase order, there is a checkbox ‘Match Bill To Receipt’ at the PO item line level. When this checkbox is checked, if the user is creating the bill after creating the Item Receipt, the item receipt number will be automatically populated in the Bill’s ‘Item Receipts’ line-level field. But if the Bill… Continue reading Not able to link the same Item Receipt in multiple Bills.
Change the Display Type of Item line field using Workflow
The display type of an item line field needs to be set as disabled for some users. The workflow can be used for this purpose. In the workflow, even though the ‘Set Field Display Type’ action is not available for sublist action groups, it can be achieved without the sublist action group. Select the ‘Set… Continue reading Change the Display Type of Item line field using Workflow
Change Time format to 24hr in Saved Search
When the date and Time field is used in a formula, it may display as the Date field, not as the Date & Time field. And when it is converted to the Date & Time field it will be showing the 12hr format. To get the 24hr format for a time, the below formula can… Continue reading Change Time format to 24hr in Saved Search