Tag: workflow

ADD 30 days to trandate in workflow

Requirement: Add 30 days to trandate in workflow in a custom field. Solution: Generate a workflow to set the custom date field in the transaction records. Add Set Field Value action to set the value in custom field. Trigger ON: Before User Edit Event Type: All Context: All Select the custom field in Parameters field.… Continue reading ADD 30 days to trandate in workflow

The workflow action script not triggered from Workflow when the trigger is on after record submit or before record submit.

There is workflow used to perform a 3-way match by comparing the details of the Purchase Order, Item Receipt, and Vendor Bill records in NetSuite. Also ensure that the quantities, prices, and other details match across all three records. To check these conditions a workflow action script is used. The “trigger on” condition was given… Continue reading The workflow action script not triggered from Workflow when the trigger is on after record submit or before record submit.

Schedule a workflow to change the status of a particular record

If a user need to change the status in a particular record, then you can choose the scheduled workflow. This workflow will trigger at the scheduled time. To configure the scheduled workflow, first, we need to create a saved search for that particular record. Scheduled workflows always run on all of the records in the… Continue reading Schedule a workflow to change the status of a particular record

Workflow Did Not Execute as Admin

Scenario A workflow has been set to execute as Administrator. Upon switching to a custom role, the workflow did not execute the actions as expected. Example: Set value on a custom field upon click on a button. Solution An action that is triggered by a button will be recognized as a Client Side trigger. As a result,… Continue reading Workflow Did Not Execute as Admin

Permission for Administrator to open any close order.

We would like to take away ability from all roles except Administrator to re-open any closed order.Any Administrator should be able to open any close orders. -> Create the workflow1.Navigate to Customization > Workflow > Workflows > New.2.Set the following field values:a. Name:b. Record Type: Select Transactionc. Sub-Types: Select Sales Orderd. Execute as Admin: Enter… Continue reading Permission for Administrator to open any close order.

Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy

Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps:1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction c. Sub Types =… Continue reading Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy

Send sales rep Email with Attachment via Scheduled Workflow

Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria  Click Standard Filter:  Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow