Navigate to Customization > Workflow > Workflows > New. Select the record type as transaction Select Inventory Transfer from the subtype Set the workflow to trigger on Create and Edit events. Add a State and set the action as ‘Return User Error’ Then add condition to the state In the workflow condition, select the fields… Continue reading Limiting Inventory Transfers from and to a particular Location.
Tag: workflow
Workflow and Workflow script for PromoCode:
State 1: Custom created Email template: Workflow Script: /** * @NApiVersion 2.x * @NScriptType WorkflowActionScript */ define([‘N/record’, ‘N/search’], function (record, search) { function onAction(scriptContext) { try { var salesOrder = scriptContext.newRecord; var customerId = salesOrder.getValue({ fieldId: ‘entity’… Continue reading Workflow and Workflow script for PromoCode:
Scheduled Workflows Using Saved Searches
The one critical detail that I will point out is that in order for a saved search to be available when setting up a scheduled workflow, it has to be a search of the same type of record that the workflow will be triggered on. For example, a workflow that is triggering on invoices is… Continue reading Scheduled Workflows Using Saved Searches
Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Scenario Error above is encountered upon saving transaction records when a workflow Set Field Value Action on the sublist action group is used on any sublist fields with field type = Currency and the value is being set using a formula. For example, Amount on the sublist is being set by workflow using formula. The… Continue reading Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Workflow to restrict the creation of Incoming fund if donor is not approved using Return User Error Action
To restrict the incoming fund if the donor is not approved create a new workflow, set the record type to transactions and subtype to incoming fund on create event. In the initiation tab, choose On Create and On Update to ensure the workflow triggers when the incoming fund is created or edited. Add a new… Continue reading Workflow to restrict the creation of Incoming fund if donor is not approved using Return User Error Action
Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Scenario Error above is encountered upon saving transaction records when a workflow Set Field Value Action on the sublist action group is used on any sublist fields with field type = Currency and the value is being set using a formula. For example, Amount on the sublist is being set by workflow using formula. The… Continue reading Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Edit Button Visible for Locked Records
Issue: An issue was encountered where the Edit button was still visible to users, even though certain records were locked through workflow processes. Although users were unable to edit the transaction due to the lock, the presence of the Edit button created confusion and led to unnecessary attempts to make changes. Here is a step-by-step… Continue reading Edit Button Visible for Locked Records
Attaching Statements to an Email
Use the Include Statement option under the Attachment parameter to attach a statement to the email in a Send Email action. This option is only available in workflows with Customer, Lead, or Prospect as the base record type. For example, you can configure a workflow to run weekly, with a search filter for customers To include a statement with… Continue reading Attaching Statements to an Email
How can I display a workflow action button in the action menu?
I am using the Add button action in my workflow. I need the button to be displayed in the action menu rather than as a button. Where are the settings to configure this? Unfortunately, this feature is not yet available in NetSuite. We cannot add Workflow Buttons to the Action Menu.
Deleting Workflow Instances and History Records
Workflow instances and their corresponding history records are integral parts of managing workflows within your NetSuite account. However, to maintain data hygiene and optimize performance, it’s essential to periodically delete finished workflow instances and their associated history records. NetSuite offers a straightforward process for deleting these records based on a specified timeframe. To delete workflow… Continue reading Deleting Workflow Instances and History Records