Product: NetSuite 2020.1
Administrator sets up a Custom Role and grants it with Full permission to Advanced PDF/HTML Templates. When the User logs in using the Custom Role, the Advanced PDF/HTML Templates link is still not available from the Customization > Forms menu. If the user navigates to the Advanced PDF/HTML Templates page using the URL, no permission violation error appears suggesting that the required permission has been added to the role, yet the link is still unavailable from the menu. The problem persists even after clearing cache and trying a different browser.
This behavior is by design. The Advanced PDF/HTML Templates link only appears in the Customization menu if at least View Access Level to the following Permissions are also given to the role:
- Custom PDF Layouts
- Custom HTML Layouts
To add these permissions:
1. Navigate to Setup > Users/Roles > Manage Roles
2. Edit the Role
3. Permissions tab > Setup subtab, add Custom PDF Layouts and/or Custom HTML Layouts
4. Set Level to View or as needed
5. Click Save
Note: In addition to the Advanced PDF/HTML Templates link, the user also sees the Transaction Form PDF Layouts and/or the Transaction Form PDF Layouts links from the menu. If the Administrator does not want to allow the user to edit their Basic PDF and HTML layouts, Access Level should be set to View only for these Permissions.