ANS-0355 · ROLES, PERMISSIONS & SECURITY
How to Control the ‘+’ Add New Option in NetSuite List/Record Fields
Understand the factors influencing the visibility of the 'Add New' (+) button in NetSuite List/Record fields for enhanced data control.
Short answer
There is no direct setting to make NetSuite List/Record fields "static" by automatically removing the '+' (Add New) button. While user permissions restrict record creation, the '+' sign's visibility may not be solely controlled by 'View' access. Disabling inline editing or custom scripting can provide more granular control for its removal.
Scenario
Users require control over the ability to add new records directly from List/Record fields within NetSuite. Specifically, they want to prevent users from creating new entries via the '+' (Add New) button, aiming to make these fields static for certain roles.
Solution
The ability to directly modify a List/Record field to be "static" and remove the '+' (Add New) button via a single configuration is not natively available. However, the visibility of the '+' sign is influenced by user permissions and other system settings. While granting a user 'View' access to the associated record type can restrict their ability to save a newly created record, the '+' sign itself may not be automatically removed solely by this permission. To achieve more granular control over the '+' button's visibility, consider the following:
Review User Permissions: Ensure that the user role has 'View' permission for the specific record type associated with the List/Record field, and not 'Create' or 'Edit' permissions. This will prevent them from successfully creating new records, even if the '+' sign is visible.
Disable Inline Editing: For certain record types and fields, disabling inline editing might affect the appearance or functionality of the '+' button.
Custom Scripting: For precise control, custom client-side scripting (e.g., using SuiteScript) can be employed to hide or disable the '+' button based on specific conditions or user roles.
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