ANS-0963 · CUSTOM FIELDS, RECORDS & FORMS

How to Control Workflow Button Visibility in NetSuite Edit Mode

NetSuite administrators can manage when custom workflow buttons appear by configuring their associated event types during creation.

Short answer

To control when a workflow button is visible, configure its event type during the button creation process. NetSuite allows specifying event types such as Create, View, Edit, Print, Email, or Copy. By selecting the appropriate event type, administrators can ensure the button only appears in the desired contexts, such as hiding it during Edit mode.

Scenario

NetSuite users often require custom workflow buttons to appear only under specific conditions, such as during record creation or viewing. A common requirement is to prevent a button from being visible when a record is in Edit mode. This ensures that certain actions are only performed at appropriate stages of the record lifecycle.

Solution

To manage the visibility of a workflow button, its event type must be configured during the button creation process. This setting dictates the specific contexts in which the button will appear.During button creation, administrators can specify one or more event types.The available event types include:CreateView or EditPrintEmailCopyBy selecting only the event types where the button should be active, such as excluding 'View or Edit' if the goal is to hide the button during editing, its display can be precisely controlled.

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