Anyone have a way to allow a user without edit acc...
# general
r
Anyone have a way to allow a user without edit access to a transaction type to attach a file to that transaction type? In other words a JE approver with only view/approve access needs to be able to attach a document to it. Native NS doesn't allow adding of docs unless the user has Edit access, which kind of makes sense, but is annoying. I am trying Box for NetSuite, but our approval workflow (that locks the record once it's entered the WF) seems to be blocking Box from creating the folders it needs so apparently it is "changing" the JE record somehow, though I can't see in the back end how. I know I could give them edit access via role and then restrict them from editing otherwise via a script or workflow, but that just seems clunky.
m
You could make a custom record that is a child record of the journal. Then have 1 field on the custom record that is a document type field Give them access to this custom record and they can create instances of it and upload the docs. Then it will show as a Sublist on the JE record with a list of attached docs
r
That's not a bad idea @MGBC. I kind of hate that it's necessary, but not a bad work-around. Thanks!