Tag: workflow

Alert on Sales Order for Item $0.00

Limitations of Standard Workflow Possibilities: NetSuite does not provide a Confirm (Warning) action for sublist items after adding each item or before submitting the record. If we use the Return User Error action before submitting the record, all entered details will be lost since the error message appears in a new tab. Additionally, it is… Continue reading Alert on Sales Order for Item $0.00

Created By field Setup in Sales Order

For new transactions, create a new workflow as mentioned in the description. Navigate to Customization > Workflow > Workflows > New On the Workflow setup page, click the set the fields below: Name: <Set your Workflow name here> Record Type: Transaction Sub Types: <Select any transaction type> Execute as Admin: Yes Release Status: Testing/Released Keep… Continue reading Created By field Setup in Sales Order

How to use Workflows to Set Item Sublist Fields?

NetSuite recently added the ability to set sublist values via workflow, for the Items sublist. Prior to this new feature, the only way to manipulate data at the line level was via SuiteScripting. This resulted in many small scripts being written, meaning that NetSuite users had to find someone with the knowledge to do so.… Continue reading How to use Workflows to Set Item Sublist Fields?

Ensuring Workflow Functionality: The Importance of Role Permissions

Implemented a workflow to fetch the sales rep’s department during the creation of a sales order and automatically populate the Department field in the main sales order record. While this functionality worked seamlessly in most cases, there were instances where it failed. Certain sales orders did not reflect the expected department, The root cause: was… Continue reading Ensuring Workflow Functionality: The Importance of Role Permissions

User Who has Full Permission for Workflow Cannot See Existing Workflows

Scenario Using custom role with proper permission, user navigates to Customization > Workflow > Workflows but some existing workflows are missing.  Solution Ensure that the role has permission to the record type(s) where the missing workflows are applied to. For example, if the Workflow is created for Opportunity records, make sure that the role has Opportunity permission with Full access level.  Navigate… Continue reading User Who has Full Permission for Workflow Cannot See Existing Workflows

Sending ID Values From Record to List/Record Field of Another Record Using Go to Record Workflow Action

Scenario In some circumstances, sending the name or id value of one record to the List/Record field of another record requires a procedure. For instance, when a new customer record is generated, the name of the newly created customer appears inside the customer List/Record field of a new Sales Order record, pre-populated.   Solution Navigate… Continue reading Sending ID Values From Record to List/Record Field of Another Record Using Go to Record Workflow Action

Trigger workflow state or Action

Triggers a workflow on a record. The actions and transitions of the workflow are evaluated for the record in the workflow instance, based on the current state for the workflow instance. Returns the internal ID of the workflow instance used to track the workflow against the record. var workflowInstanceId = workflow.trigger({ recordId: ‘5’, // replace… Continue reading Trigger workflow state or Action

Initiate a Workflow from script

Initiates a workflow on-demand. This method is the programmatic equivalent of the “Initiate a workflow action” action in SuiteFlow. Returns the internal ID of the workflow instance used to track the workflow against the record. var workflowInstanceId = workflow.initiate({ recordType: ‘customer’, recordId: 24, workflowId: ‘customworkflow_myWorkFlow’ });