ANS-0339 · CUSTOM FIELDS, RECORDS & FORMS
How to Manage Custom Tabs and Dashboards Across NetSuite Centers
NetSuite users often need to replicate custom tabs and dashboards across different centers, which requires understanding specific permissions and recreation processes.
Short answer
Custom tabs are controlled by role permissions. Regular NetSuite tabs require specific role permissions to appear, or custom development if not possible. Dashboards cannot be copied directly between centers; they must be recreated within each center and then published to its members.
Scenario
NetSuite users frequently encounter situations where they need to replicate custom tabs or dashboards from one NetSuite center to another. This often arises when standardizing user experiences or deploying new functionalities across different departments or user groups, leading to questions about direct copying capabilities.
Solution
Managing custom tabs and dashboards across NetSuite centers involves different approaches depending on the type of element:For Tabs:If they are custom tabs, their visibility can be controlled by assigning specific roles to them.If they are regular NetSuite tabs, the same permissions must be granted to the relevant role to make the tab visible. If this is not possible, a custom solution would be required.For Dashboards:Dashboards cannot be copied directly from one center to another. To replicate a dashboard in a different center, the following steps are necessary:
Log in to the target center.
Recreate the dashboard for the user within that center.
Publish the newly created dashboard to other members of that specific center.
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