RE: Has anyone tried removing a standard button via the workflow?
I need to hide the standard sales order and cash sale button that appears on the estimate record as I have an approval workflow on estimate, so the sales order and cash sale buttons should only be visible when the estimates are approved.
I tried using remove button action in my workflow to remove these standard button, trigger is before record load. I tried on entry as well but nothing works.
Is there any NetSuite restriction that you cannot remove standard buttons? I believe this should work.
I was able to replicate (at least partially) your situation and it seemed to work. What I used for Event Definition was:
Trigger Type = Before Record Load
Event Type – Edit, View (I also had create, but I believe your situation is after an estimate has already been created so edit/view are the relevant types)
Then on the actual action of Remove Button, I had it trigger on Before Record Load.
Do you run the workflow as Admin? (I did not and it still worked, but that may fix any permission issues.)
