We have created a custom form for certain inventory items in Netsuite. When we want to go back and edit that inventory item, it automatically goes back to our default custom form. We manually have to change the form back to what we want to use each time we edit these types of items.
Is there a way to have it so when these specific items are opened to edit that it will always go to the custom form that we originally created it on?
No need to create a workflow/script. You just need to set the custom form to "Store Form with Record".
Customize the form and checked the option that says "Store Form with Record".
Every time you create an Item Record select the form and fill in the necessary information and save it. After saving it the form will be automatically saved with the record and it will be used every time you edit and view the record.
Definition of "Store Form with Record"
Check this box to store this custom form with each record entered with this form.
This ensures that your records are viewed and edited with this form regardless of who is viewing or editing the record.
Options:
1. Add the custom form to the menu and choose that menu item when editing those types of inventory items.
Write a workflow (SuiteFlow) that opens the correct form based on the inventory item type.
Write SuiteScript that will open the correct form based on the inventory item type.
Related
I want to show additional columns from a Sharepoint Lookup list in a Display Form when looking at the detail record of a SharepointList.
I added a 2nd Display Form to a Canvas. I set the Datasource to the Sharepoint List. I added the additional fields in the lookup table. I set the Item to the lookup field of the selected record.
The Display Form remains empty.
Ensure the DefaultMode of the Form Control is set to New.
Is there a way to add a button on saved search results or list of records, like we can on opened record. For example, I wanted to add a button in the saved search results so i can customize the export to excel to minimize process after export.
Short answer is No; pages like Search Results and Record Lists are not scriptable.
You would have to make your own Suitelet page that mimics the page you're interested in. You would be able to add any buttons you want then.
After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner?
The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done?
With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry form. Once you have replaced the data entry form with this inquiry, when you try to click the name of the entry form in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the data entry form opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry form opens.
There is no mechanism to automatically match behavior of a data entry form with the associated inquiry. When you select a record in the inquiry list, the associated data entry form opens. The opened entry form is not aware of filter conditions set up for the inquiry. To limit access to records in the data entry form, you should create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry.
My requirement is New form should have all fields editable and Edit form should have few fields read-only (Like ID entered by user in New form for the item).
How is it possible through form customization done using Infopath.
You could have a checkbox or any bool control that gets checked when a form is initially filled out and submitted to a SharePoint list, have it change value "on-submit". When the form loads just add a rule that if 'existingForm' (or whatever you name the control) is checked and if it is then disable/or hide the control.
You could disable the controls, or you could hide them completely and display their values through a calculated field/value which is normally hidden.
How does one verify a text field with another list's column? I am currently populating a Drop down list with a datasource and then comparing the text field with items in the dropdown using javascript. Is there a better way?
The second problem I am having is how to trigger the Validate Function.
I am aware of two custom forms for adding data to a sharepoint list. One is created using The Dataview Webpart in Sharepoint Designer and the other is created using the List Form Webpart in Sharepoint Designer.
I have a DataFormWebPart I created using Sharepoint Designer Insert Dataview ->Insert Selected Fields as New Item Form. This gives Save and Cancel buttons at the end of the form. How do I intercept the Save button event?
I found one solution but it only works with the NewForm page that has OK Cancel Buttons. http://www.codeproject.com/KB/sharepoint/Control_validation.aspx
You'll have to use an event handler if you want to validate the state of multiple fields. You can use the ItemAdding/ItemUpdating events if you want to cancel an item which is being added/updated.
properties.Cancle = true;
properties.ErrorMessage = "Your validation message.";
http://msdn.microsoft.com/en-us/magazine/cc163318.aspx
http://blogs.msdn.com/brianwilson/archive/2007/03/05/part-1-event-handlers-everything-you-need-to-know-about-microsoft-office-sharepoint-portal-server-moss-event-handlers.aspx
can you add query strings into the formula box for validation?
e.g. like this:
^[a-zA-Z]{2}[0-9]{6}[A-Za-z]{1}$
which validates against a national insurance number.
sharepoint says the column must = true,
so could I enter something like
[column name] = ^[a-zA-Z]{2}[0-9]{6}[A-Za-z]{1}$
I think you are trying to build a tool like this one called SharePoint Form Validation.
If so, take a look at this blog: http://office.microsoft.com/en-us/sharepointtechnology/HA101054791033.aspx?pid=CH100650061033
Hope this helps!