Create a Custom Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label = (Example: Private Customer) Type = Checkbox Store Value = checked Applies to = Customer Click View Create the workflow Navigate to Customization > Workflow > Workflows > New Set the following: Name = Restrict View Sub Types = Lead, Prospect, Customer Release Status = Released Keep Instance and History = Always Enable Logging = Checked Release Status = Released Keep Instance… Continue reading Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.
Tag: workflow
how to create workflow to send email upon order creation from webstore
Created a work flow and give the basic details name,idSelect record type as transaction and sub type as sales order.Here we want to set context as webstore then this work flow triggered only when an order created from webstore. Work flow action we can give condition here. Here we give condition for customers from Australian… Continue reading how to create workflow to send email upon order creation from webstore
Add Dropdown Options to Tittle field of Task Record
JIRA: PCIC-772 Scenario: Client wants to add dropdown options in the Tittle Field of the New Task po-pup window. Solution: NS does not allow changing the field type of the standard field ‘Task Title’ and the standard ‘Tittle’ field should have to filed with any value for saving the record. So that, we have to… Continue reading Add Dropdown Options to Tittle field of Task Record
APPROVAL WORKFLOW -Test cases
Workflow Permissions with saved search
Workflow Permissions with saved search
Workflow-Understanding Client and Server Triggers
Workflow-Understanding Client and Server Triggers
Make the Columns Mandatory on Transactions Records
Making the Sublist Fields of a Transaction record mandatory is not possible through Form Customization. We can do this by creating a Workflow with a Set Field Mandatory Action. The setup of the Set Field Mandatory would look like this:
Checking Previous Field Values in Workflow Conditions using Old Record
In SuiteFlow, Old Record is used to get the previous value of fields in WorkflowConditions. It is a reference to the state of the record before it is edited (Pre-editstate).The reference can be used when you create conditions for Workflow Initiation,Actions, or Transitions. Sample Scenario: It is a requirement in a business process to check… Continue reading Checking Previous Field Values in Workflow Conditions using Old Record
To solve the Issue: Record automatically submits after Displaying An empty alert In an email field
create a work flow
Sale Event Workflow
Created a field in the item record applied for inventory and assembly items. Created a workflow for the sales order. Context is website and it will be triggered after submit. The workflow will check for the items whose sale item checkbox field is checked and if inventory in location sales is 0, remove the item… Continue reading Sale Event Workflow