Setting Default and Restricted Forms
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Click the Forms subtab to set default forms for a role, and/or to restrict a role to only using certain forms. On each of the following subtabs, Transaction, Entity, CRM, Item, Other Record, Custom Record, Time, Bill of Materials, and Inventory Detail, you can do the following:
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Check the box in the Enabled column next to the forms you want to make available to users with this role. (Not available for Customer Center roles.)
If you disable all forms for a record or transaction type, users with this role will use the standard form.
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Check the box in the Preferred column next to the forms you want the role to use by default.
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If you want to restrict the role to only the forms you mark as preferred, check the box in the Restricted column. (Not available for Customer Center roles.)
Note the following about marking a transaction or CRM form Preferred for the Customer Center role:
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External forms, meaning forms with names appended with (External), can be marked Preferred for the Customer Center roles, but not for other roles.
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Forms that are not external cannot be marked as Preferred for Customer Center roles, so they are not listed on the Forms tab of Customer Center role records.
Related Topics
- Customizing or Creating NetSuite Roles
- Customizing and Creating Roles
- Assigning Core Administration Permissions
- Administrator – No HR/Employee Access SuiteApp
- Restricting Role Access to Accounting Books
- Restricting Role Access to Subsidiaries (OneWorld Only)
- Setting Employee Restrictions
- Setting Department, Class, and Location Restrictions
- Setting a Role as Issue Role for Issue Management
- Setting a Role as Web Services Only Role
- Setting a Role as Single Sign-On Only Role
- Restricting a Role by Device ID
- Restricting a Role by IP Address
- Setting Two-Factor Authentication Requirements
- Setting Permissions
- Setting Search Defaults for a Role
- Setting Role-Based Preferences
- Translating Custom Role Names
- Selecting a Dashboard for a Role