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Favorites Updates in NetSuite 2023.2

Favorites enhancements in NetSuite 2023.2 for faster access to item configurations.

·2 min read·From NetSuite Release Notes PDF

Starting in NetSuite 2023.2, enhancements have been made to the Favorites menu in the CPQ Configurator (version 1.2.0). These updates allow administrators to create both public and default favorites, streamlining the process for users to quickly access commonly-used item configurations.

Key Features of Favorites Update

Public Favorites

  • Administrators can now designate favorites as public.
  • All users can access these public favorites to save time.
  • Loading common item configurations is now more efficient.

Note: To mark a favorite as public, ensure you check the Save as Public option when saving the favorite. This allows every user to benefit from shared configurations.

Default Favorites

  • Users can set a default favorite that automatically loads the most common selections for a product.
  • Each product is limited to one default favorite.

Tip: To change which favorite loads by default for a product, simply check the Save as Default box before saving the chosen favorite.

Code Exec Functionality

  • A new function, loadFavorite(), is introduced to facilitate loading favorites: 
    loadFavorite('Favorite Name');
  • This function accepts the favorite's name as a parameter and allows conditional loading based on your specifications.

Integration with Action Records

  • The new code exec function has also been added to the action record settings. You can find it under the Add Action field, labeled as Load Favorite.

Who This Affects

  • Administrators: Ability to create and manage public and default favorites.
  • Users: Quick access to important configurations enhancing productivity.
  • Developers: Integration of the loadFavorite() function within scripts for customization and automation.

Key Takeaways

  • Release 2023.2 introduces public and default favorites in NetSuite.
  • Administrators can save time for users by creating shared favorites.
  • Default favorites streamline the setup process for repeated product configurations.
  • The loadFavorite() function enhances customization for developers.
Source: Updates to Favorites — NetSuite Release Notes PDF. This article was generated from official Oracle documentation and enriched with additional context and best practices.