Setting:A.Create the custom field checkbox1. Navigate toCustomization > Lists, Records, & Fields > Transaction Body Fields > New.2. Provide the Label (e.g.) Expense Checkbox.3. Set Type to Checkbox and Store Value is True.4. Select Expense Report under Applies To tab.5. Set Subtab to Main under Display.6. Click Save. B. Create custom employee center role.1. Navigate to Setup > Users/Roles > Manage Roles.2. Customize Employee Center role.3. Provide the Name (e.g.) Employee TEST> then Save.B.Create two expense report forms:1. Navigate to Customization > Lists,… Continue reading Utilize two distinct expense report templates within the Employee Center role.
Tag: custom form
Editing Causes Used Custom Form to Revert to Preferred Custom Form
Scenario A user created a Purchase Requisition by using a custom form and saved it. However, when editing the same Purchase Requisition the used custom form is automatically changed to the Preferred Custom Form. The Purchase Requisition record is a Custom record Solution Navigate to Customization> Forms> Entry Forms Select the custom form and edit… Continue reading Editing Causes Used Custom Form to Revert to Preferred Custom Form
Set a Custom form for the sales order on a Specific Customer
ScenarioThe client is creating a sales order from the customer record > Quick action> Sales order. while creating sales order like this client want to set a specific custom form for this particular customer. SolutionGo to customization> Workflows > Workflow> NewRecord Type: TransactionSub Type: Sales OrderEvent Defenition On createClick save(No need to give conditions in… Continue reading Set a Custom form for the sales order on a Specific Customer
Fetch the Custom Form Used even when the Record is in View Mode
Jira Code : CLTG-177 Description Usually, we couldn’t fetch the internal id of the custom form using the getValue() and using the search() in the beforeLoad entry point of the record. So, in order to fetch the custom form, we need to load the record.
How to restrict a custom opportunity form for a specific role?
In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save
How to Create a Form Dynamically with the JavaScript
We can use document.createElement() to create the new elements and use setAttribute() method to set the attributes of elements. Append these elements to the element by appendChild() method. Finally append the element to the element of the document. This example creates a Registration form.
Script to set Email statement form to enter the details of the statement to print:
This script will create a custom statement form which resembles the the standard statement form .
Global code not pulling in Excel
Requirement: The Global Code is not pulling into the downloaded excel pricelist. Solution: Check the global code field in the related form.
How to resolve Error in extension: Module ‘GlobalViews.CountriesDropdown.View’ not found.
In order to add country field in form, I have used ‘GlobalViews.CountriesDropdown.View’ in the view file. But it is creating issue . Solution: These files ‘GlobalViews.CountriesDropdown.View’ are not available in shopping domain and myaccount domain. So remove it from those domains and deploy it to only checkout. This can be done by editing manifest file.
Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo
Requirement:Set up the forms and PDF templates for the L2i subsidiary.Transaction Forms are Invoice, Sales Order, Purchase Order, Credit Memo.Subsidiary: L2iAttached is what the address, Logo should look like. The logos are in the File Cabinet inNetsuite under L2i Marketing. Solution: This requirement can be achieved by creating new transaction forms for Invoices, Sales Orders,… Continue reading Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo