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Restoring Previous Versions in Advanced PDF Templates in NetSuite

Are you facing the issue of accidentally overwriting a Custom Advanced PDF/HTML Template in NetSuite? Don't worry; there's a solution! NetSuite has a built-in feature that allows you to recover previous template versions, ensuring you can retrieve the version you need. In this article, we will guide you through restoring the last version of an Advanced PDF/HTML Template in NetSuite.

Step 1: Access the Custom Advanced PDF/HTML Templates

To begin, navigate to the Customization menu in NetSuite and select Forms, then Advanced PDF/HTML Templates. This will take you to the templates section, where you can manage and customize your templates.

Step 2: Locate the Current Template Version

Once in the Advanced PDF/HTML Templates section, find the template you accidentally overwrote and click the Edit button. Scroll down to the bottom of the page to see the current template version displayed in the bottom-left corner. Make a note of this version number.

Step 3: Recover the Previous Version

To recover the previous template version, you must modify the URL in your browser. In the URL, append "&version=X" (replace X with the desired version number) at the end of the URL and press Enter. This will load the specific version of the template in the editor, allowing you to make any necessary changes or save it as a new template.

Step 4: Save and Update

Once you have made the required changes or saved the recovered template as a new one, save your changes and update the template. This will ensure the restored version is active and can be used in your NetSuite workflows.

While the process of restoring a previous version of an Advanced PDF/HTML Template is straightforward, there are a few things to keep in mind:

  • It's essential to note the version number of the template before making any changes. This will help you identify the specific version you want to restore.

  • Be cautious when modifying the URL to avoid any errors. Double-check the version number to ensure you're recovering the correct version.

  • Make sure to review and test the restored template thoroughly before using it in your workflows to ensure it meets your requirements.

By following these steps, you can quickly restore previous versions of Advanced PDF/HTML Templates in NetSuite, saving you time and effort in recreating lost templates.

Remember, NetSuite provides powerful tools to manage and customize your templates, enabling you to optimize your document generation processes and enhance your overall efficiency.

If you have any further questions or need assistance with NetSuite, feel free to contact our dedicated support team. We are here to help you succeed with NetSuite and maximize its features.

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