Scenario There is a requirement to create a workflow that will be triggered when an Online Customer Form is created. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Online Customer Form WF Record Type: Select Customer Sub Types: Select Lead Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Initiation: Select Event Based Event Definition: On Create: Enter Checkmark Trigger Type: Select – All… Continue reading Context to Trigger a Workflow After Submitting an Online Customer Form
Month: April 2025
How to Restore a WordPress Website
Suppose you have got yourself into a situation where you can’t access pages, functionality, or maybe the whole website, and you want to restore the website now: Step 1: Click on the Settings >> UpdraftPlus Backups from the left side menu bar. UpdraftPlus Backups Step 2: Go to the Existing backups section; there you’ll find the list of all the… Continue reading How to Restore a WordPress Website
How to Backup a WordPress Website?
To back up a WordPress website, we need to install a plugin. You may install any relevant plugin you want that has the functionality to back up websites. We’re going to install a plugin called Updraft. Let’s see the steps: Step 1. Go to the WordPress login panel and enter the username and password to log in… Continue reading How to Backup a WordPress Website?
How do you troubleshoot a malfunctioning plugin in wordpress?
If a plugin is malfunctioning, try these troubleshooting steps: 1. Deactivate the plugin: Go to Plugins > Installed Plugins, find the problematic plugin, and click Deactivate. This will help confirm if the plugin is the issue. 2. Check for compatibility issues: Ensure the plugin is updated and compatible with your WordPress version. Sometimes, conflicts with… Continue reading How do you troubleshoot a malfunctioning plugin in wordpress?
Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Scenario Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX Solution Online prefix is added if auto-numbering is disabled and if there already exists an entity with the same name. The ONLINEXXX is a feature that tells user in NetSuite that a duplicate lead has been created from an online customer form.… Continue reading Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Understanding NetSuite Account Types
In addition to the live production account, NetSuite provides customers with various types of accounts to use to run their business. An account is simply a place to work. Types of NetSuite accounts include: The Production Account The Release Preview Account The Sandbox Account The Development Account The Production Account The production (or live) account… Continue reading Understanding NetSuite Account Types
To Create Custom Record Entries in Account with SDF
Create an SDF folder structure and connect the project with the account In the object folder we can get the custom record using the command pallete In order to get the instance or entries of the custom record In the NetSuite account navigate to the corresponding custom record configuration In the custom record actions use… Continue reading To Create Custom Record Entries in Account with SDF
Integration tiles in Celigo
Integration tiles found on the homepage provide an overview about the integration. What you see depends on how the integration is performing and your permissions. Status You’ll see either a green dot with the word “Success” or a red dot with the number of errors for the last 30 days. Connection Down A… Continue reading Integration tiles in Celigo
CELIGO BASICS: Flows, Integrations and API
Endpoint When you move data from a system (application, database, or other data resource) to another, these systems you connect to are referred to as endpoints. The type of subscription plan you have with Celigo determines how many endpoints you can use within active flows. Example If you’re moving Salesforce account data to create new… Continue reading CELIGO BASICS: Flows, Integrations and API
To display custom shipping methods at checkout based on the configuration record
_.extend(LiveOrderModel, { // @method getShipMethods // @param {Array<String>} order_fields // @returns {Array<OrderShipMethod>} getShipMethods: function getShipMethods(order_fields) { try { var shipmethods = _.map(order_fields.shipmethods, function (shipmethod) { var rate = Utils.toCurrency(shipmethod.rate.replace(/^D+/g, ”)) || 0; return { internalid: shipmethod.shipmethod, name: shipmethod.name, shipcarrier: shipmethod.shipcarrier, rate: rate, rate_formatted: shipmethod.rate }; }); order_fields.nsShippMethods = shipmethods; var customerShipMethods = _.map(_.filter(Configuration.get(‘customshipmethods.setupshipmethod’), function (shipId)… Continue reading To display custom shipping methods at checkout based on the configuration record