Go to Page action to redirect to a Saved Search Results

Scenario

Workflow Action Go To Page redirects to the Saved Search definition instead of Saved Search Results. Go To Page action is used to redirect Workflow users to a specified page in NetSuite, pages being list views of records or reports.

Solution

The following Workflow sample adds a Button on the Item Fulfillment Record which upon click redirects the user to the List of Sales Orders awaiting fulfillment.

1. Create a Saved Search to list all the Sales Orders with status Pending Fulfillment

2. Navigate to Reports Saved Searches > All Saved Searches New

3. Give it a Name: Sales_Orders_Pending_Fulfillment

  • Public: checked
  • CriteriaStatus = is Order:Pending fulfillment, Main Line = is true
  • Select in the Results the columns you would like to list

4. Save

5. Define the Workflow : Navigate to Customization Workflow Workflows New

6. Name = Go to page on button click

  • Record Type = Transaction
  • Sub Types = Order
  • Release Status = Released
  • On Update = True
  • Trigger Type = Before Record Load

7. Save

8. Click New State

  • Set Name = Add Button

9. Save

10. Add a New Action

  • Select Add Button
  • Trigger On = Before Record Load
  • Label = See Pending Fulfillment Orders

11. Save

12. Click New State

  • Set Name = Saved Search Results

13. Save

14. Add a New Action

  • Select Go To Page
  • Trigger On = Entry
  • Page = Sales_Orders_Pending_Fulfillment Results

15. Save

16. Add a Transition from State Add Button to State Saved Search Results

  • Button = See Pending Fulfillment Orders

17. Save

To test this open any of the existing Item Fulfillment and click on the See Pending Fulfillment Orders button displayed.

Note: When selecting the Page in the Go To Page action make sure that the Saved Search Results is selected and not simply the Saved Search as this will lead to redirecting the page to Saved Search definition instead of results.

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