ANS-0654 · CUSTOM FIELDS, RECORDS & FORMS
Does Copying a NetSuite Custom Form Affect Original Form Preferences?
Understand how copying a NetSuite custom form using 'Save As' can overwrite the preferred role settings of the original form.
Short answer
Yes, copying a NetSuite custom form using 'Save As' will overwrite the preferred role settings of the original form. Since only one form can be preferred per role, the new form inherits the preference, causing the original form to lose its preferred status for any roles it previously held.
Scenario
A user attempts to create a duplicate of an existing NetSuite custom form by using the 'Save As' function. The original form has specific preferred role settings configured, meaning it is set as the default form for certain user roles. The user observes that after copying the form, the preferred role settings on the original form have unexpectedly changed.
Solution
When a NetSuite custom form is copied using the 'Save As' function, the preferred role settings from the original form are transferred to the new form. This action overwrites the definition of the old form's preferences because NetSuite enforces a rule that only one form can be designated as preferred for each role.For example, if the original form was preferred for a 'Salesperson' role, this preference will be copied to the new form. As a result, the original form will no longer be preferred for the 'Salesperson' role, and the newly copied form will assume that preference.It is important to note that if a role was not preferred on the original form, it will also remain not preferred on the new form.
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