How do you control what shows up on the Create New drop-down on an Entity or Transaction record?

AI generated answer (using internal Slack threads):

The visibility of options in the "Create New" dropdown on an Entity or Transaction record in NetSuite is controlled by the permissions associated with the user's role. If a user has the permission to create new records of a certain type, then that option will appear in the dropdown. If they do not have the necessary permissions, the option will not be visible. For example, if a user has the permission to create new Sales Orders, then "Sales Order" will appear in the "Create New" dropdown. If they do not have this permission, it will not appear. In addition, when creating a custom field of type List/Record on a transaction, you can control what shows up in the dropdown by setting the

List/Record

dropdown to

Transaction

and then, under the

Sourcing & Filtering

tab, adding a line for

Type

is equal to the desired record type (e.g.,

Sales Order

). ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Hi @Chris Raitzyk Here is my simple answer The Create New drop-down on an Entity or Transaction record is mainly controlled by the user’s role permissions. If the role has permission to create a certain record or transaction type, that option can appear in the Create New drop-down. If the role does not have permission, the option will not appear. To control it: 1. Go to Setup → Users/Roles → Manage Roles. 2. Edit or customize the user’s role. 3. Go to the Permissions tab. 4. Adjust the needed permissions under Transactions, Lists, or Custom Records. 5. Save the role and test with that user/role. Example: If the role has permission to create Sales Orders, then Sales Order may show in the Create New menu. If that permission is removed, it should not show. The extra explanation about List/Record custom field filtering is not related to the Create New drop-down.

The Create New drop-down can also be influenced by the user's Center Type and navigation setup, not just role permissions. Different centers (Classic Center, Accounting Center, Sales Center, etc.) expose different menus and creation options. A transaction type might be available to a user through permissions but still not appear prominently in the Create New menu if that center does not surface it. To control it: 1. Go to Setup → Users/Roles → Manage Roles. 2. Edit the role and check the assigned Center Type. 3. Use Center Categories and Center Links to customize which record and transaction links are available in the navigation. 4. Save the role and test with a user assigned to that role. Example Same permission, different center experience A user may have permission to create Sales Orders, but if their center configuration hides or does not expose Sales Order creation links, the option may not appear in the expected Create New menu. Interview Tip Good concise interview phrasing "The Create New menu is primarily permission-driven, but the user's assigned Center Type and navigation configuration also determine which creation options are displayed." Tip: This is a nice secondary answer because it shows you understand that NetSuite UI behavior is not controlled solely by permissions.