AK47
06/03/2026, 4:12 PMCeligo AI
06/03/2026, 4:13 PMAI generated answer (using internal Slack threads):In NetSuite, you can configure a Workflow to restrict both view and edit access to certain fields for specific roles. Here's how you can do it: 1. Create a new Workflow and apply it to the specific record type you want to control access to. 2. In the Workflow definition, add a State and then add an Action to that State. The Action should be of type 'Set Field Display Type'. 3. In the Action definition, you can specify the field you want to control and set the Display Type to either 'Disabled' or 'Hidden'. 'Disabled' will make the field read-only, while 'Hidden' will make the field invisible. 4. You can then apply this Workflow to a specific custom form and role. This will ensure that the restrictions are only applied to users with that role when they use that form. Another option is to set the restrictions in the field definition itself (in the Access tab), but this solution is not as flexible as using a Workflow and can sometimes behave unpredictably. Alternatively, you can create a custom form, disable all the fields except the ones you want to be editable, and assign the form as the preferred form for the role. This method doesn't require a Workflow, but it might not be suitable for all situations, especially if the record type is a common one like a customer record. For more detailed instructions, you can refer to the Workflow published in SuiteAnswers for Invoices and apply it to entity records as well. Here is the link: https://suiteanswers.custhelp.com/app/answers/detail/a_id/74519/loc/en_US ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/03/2026, 4:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
06/03/2026, 4:13 PM