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Does ApprovalMax support NetSuite custom fields?

Updated over a week ago

Yes, ApprovalMax does support custom fields from NetSuite.
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This is how you enable NetSuite custom fields in ApprovalMax

  1. In the main menu, select your Organisation and open the Fields page under Workflow and settings.​
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  2. Add the custom segments/fields you want to be visible in the request synced from NetSuite on header/line item level:​


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This is how NetSuite custom fields look in ApprovalMax

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Custom field values synced from NetSuite are rendered as a standard field in the following order:​

  1. Custom fields are shown after standard fields (for both header & lines)​

  2. Custom fields are rendered according to the order property set during setup (segments are shown first, then custom fields are shown)
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Data sync details

ApprovalMax starts synchronising custom fields data only after you have selected specific fields and published the changes on the Fields page:​

  • During the next data syncs, ApprovalMax will grab custom field data for new or updated documents pulled from Oracle NetSuite

  • If documents have been synced from Oracle NetSuite before, the custom field data won't be synced for these documents automatically - only if such a document was changed in Oracle NetSuite after the custom fields settings in ApprovalMax were published.

  • Similarly, if the Custom Fields settings in ApprovalMax are disabled, the custom fields data won't immediately disappear from previously synced documents. Custom field data will be deleted only for the documents changed in the NetSuite and will be a part of the usual data sync.
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Limitations

There are limitations regarding the setup and usage of NetSuite custom fields:

  • Approval matrix: supported (reference, checkbox and number types)

  • Preview form: supported​

  • Edit form: supported​

  • Reports: not supported​

  • Search: not supported
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Prerequisites

  1. Custom fields data will only sync if the ApprovalMax role in NetSuite has all required permissions - in particular: Custom Body Fields, Custom Column Fields and Custom Segments.​​
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  2. Also, if your custom fields are referencing custom record types, you need to add permissions to the ApprovalMax role for such record types on the Permissions => Custom Record subtab on the role page:​


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