User created a Workflow containing a Transform Record action to transform a Customer record into a Vendor record. When the Customer record is saved the following error is received: Failed to create or assign a workflow instance for record. (Workflow type = 2, Record type = -3, Record key = 1234). Note: Workflow type and Record key are just sample numbers Solution A common cause for… Continue reading SuiteFlow Error: Failed to Create or Assign a Workflow Instance for Record
Author: Rose Wadakken
Workflow Field Shows Continuous Loading Symbol When Setting Current Record Value
In a NetSuite workflow, when trying to set a Transaction List/Record field value using Current Record, the field shows a continuous loading spinner and does not populate as expected. Root Cause: This issue typically occurs when the workflow attempts to set the field value dynamically without properly resolving the internal ID of the current record.… Continue reading Workflow Field Shows Continuous Loading Symbol When Setting Current Record Value
Approved Sales Order Goes Back to “Pending Approval” Status After Edit
User wants to know why approved Sales Order goes back to Pending Approval Status after being edited. Solution This behavior is caused by a preference enabled. When the Require Re-approval on Edit of Sales Order preference is enabled, editing an approved Sales Order will cause the Status to revert back to Pending Approval. This preference… Continue reading Approved Sales Order Goes Back to “Pending Approval” Status After Edit
Ways to Include Dynamic Values in Saved Search Email Content
1. Using {fieldID} Tokens (for Single-Record Results Only) When your saved search returns only one record per email, you can insert field values dynamically like this: css Copy Edit Hello, A new sales order has been created: – Order Number: {tranid} – Customer: {entity} – Amount: {total} – Date: {trandate} Thank you. These tokens pull… Continue reading Ways to Include Dynamic Values in Saved Search Email Content
Resolve Error: “You Are Attempting to Send the Same Campaign Email Twice to the Same Recipient” on Workflow
The error received is an expected NetSuite behavior. To avoid this, filter out the leads or prospects that the workflow is working on. Solution 1. Create a Custom Entity Field 1. Navigate to Customization > Lists,Records, & Fields > Entity Fields > New 2. Label: Enter Label Example: Custom Check Box 3. Type: Select Check Box 4. Store Value: Enter Checkmark 5. Click Applies To 6. Customer: Enter Checkmark 7. Click Save 2. Edit the Workflow 1.… Continue reading Resolve Error: “You Are Attempting to Send the Same Campaign Email Twice to the Same Recipient” on Workflow
Resolve Error: “Workflow: Failed to load action data (data inconsistency)” on a Deployed Workflow
The error is usually encountered when a workflow uses a deleted custom field that is a component of an uninstalled bundle. Example: A custom date field called Departure Date from a bundle is deployed on Item Fulfillment records. A workflow has been created to populate the field based on the date the Item Fulfillment was… Continue reading Resolve Error: “Workflow: Failed to load action data (data inconsistency)” on a Deployed Workflow
Resolve Error: “An unexpected SuiteScript error has occurred” When Send Emails via Workflow on Item Fulfillments
The workflow has been designed to send emails to the customer when picking, packing and shipping Item Fulfillment. When an Item Fulfillment is created with a Shipped Status, the Error: “An unexpected SuiteScript error has occurred” occurs. Note: The error is also encountered if the Status is updated to Shipped on the existing Item Fulfillments, on Save button click. The… Continue reading Resolve Error: “An unexpected SuiteScript error has occurred” When Send Emails via Workflow on Item Fulfillments
Resolve Error: “Invalid orderstatus reference key H.” When Changing Order Status Using Workflow
Scenario User is trying to override the Order Status to Closed using workflow, it returns the error “Invalid orderstatus reference key H”. Transactions can be set the Order Status to Closed only if all Items on the Order are also Closed. Below is a sample of workflow that sets the Order Status to Closed after… Continue reading Resolve Error: “Invalid orderstatus reference key H.” When Changing Order Status Using Workflow
Invoice Approval Workflow Exception Criteria
When a request enters the Invoice Approval Workflow, it is validated against a specific set of exceptions to determine if it requires approval. The list of exceptions described in this section are all executed within the Invoice Validation state. For more information about the workflow states, see Invoice Approval Workflow States. Credit Hold: The workflow validates… Continue reading Invoice Approval Workflow Exception Criteria
Use Workflow to Combine URL and Field ID and Set the Value on Hyperlink Field
In this article you can find the alternate solution for Enhancement 352513. The steps will allow the user to combine a URL and Field ID on a Free-Form Text Field via Workflow. The final URL set on the Text Field will show on the Hyperlink Custom Field and will be displayed as a clickable URL. Note: To search and vote for the… Continue reading Use Workflow to Combine URL and Field ID and Set the Value on Hyperlink Field