Role-Specific Transaction Forms

One of the many strengths of NetSuite is its flexibility, and taking advantage of customizing role-specific transaction forms can be greatly beneficial for any organization. Here are three benefits of using multiple transaction forms:

  • User Friendly: One of the most frustrating things when working with any type of entry form is information overload. When a user needs to see or update only 5 fields on a form that has 25 fields, even a simple process can seem complicated.
  • Security: There may be critical information that not all of your NetSuite users need to see or update. For instance, you may not want all users to be able to change the quantity or rate of items on a transaction. When using more than one transaction form, you can hide or disable fields depending on the need.
  • Role Adaptability: Similar to the user friendly benefit, you can adapt transaction forms to the specific role of each user. You can also create separate forms that contain just the right information needed for each job without being overloaded with too much information.

A Guide

If you are unsure how to get started with using multiple transaction forms, you can follow these steps:

  1. Navigate to Customization > Forms > Transaction Forms.
  2. Look for the Standard form of a transaction needing multiple forms and click “customize” on the left.
  3. Give the form a name.
  4. To hide/show or change the display type of non line-level field, go to the “Screen Fields” subtab. In order to do the same with line-level fields, go to the “Sublist Fields” subtab.
  5. To set the new form as the default for specific roles, go to the “Roles” subtab.
  6. Save.


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