Tag: workflow

Using Workflows to Set Item Sublist Fields

steps to create a workflow that will set the Location column on the Sales Order Item sublist to be the same as the main (body/header-level) Location field.  To start, the workflow will be set up like any other. Using a role with the Classic center (like Administrator), go to Customization -> Workflow -> Workflows ->… Continue reading Using Workflows to Set Item Sublist Fields

Give a Role Permission to Edit Existing Records but Not Create New Ones

Navigate to Customization > Workflow > Workflows > New  Basic Information: Name: Enter Value Record Type: Select Custom Record Execute as Admin: Enter Checkmark Release Status: Select Released Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On Update: Enter Checkmark Condition: Field: Select User Role Compare Type: Select any of Value Field: Select Role Click Save  Click State 1 Bottom right corner: Click New Action Click Return User Error Basic Information: Trigger On: Select Entry Parameters: Text: Enter You are restricted from creating new records. Click Save

Add Custom Action to “Save &” Drop-Down on a Record

Scenario: Add a custom workflow button to the Save & update menu on a transaction. The steps below will aid in saving efficiency when users consistently save a record and immediately click another button to trigger an action. This allows custom button actions to be available under the Save &… menu on a record. Note:… Continue reading Add Custom Action to “Save &” Drop-Down on a Record

How to find a list of Workflows which is using a particular field.

Challenge: Recently one of the client asked, if we could UPDATE all the WORKFLOWS for one NetSuite field. As there were over 20 WORKFLOWS on the TRANSACTION TYPE. It was challenging to identify which workflow is using the field. NetSuite does not provide any standard way to find it other than going to the individual… Continue reading How to find a list of Workflows which is using a particular field.

Use Display in Web Store Field as a Condition Using Workflow.

Scenario Use the Display In Web Store field as a condition on a Workflow for a Return User Error Action   Solution   Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Return User Error Record Type: Select Item SubTypes: Select the preferred Item Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select -Any- Click Save Click State… Continue reading Use Display in Web Store Field as a Condition Using Workflow.

NetSuite User event script VS Workflow for custom buttons

NetSuite workflow and event scripts are both tools that can be used to create custom buttons in NetSuite. While they serve a similar purpose, there are some key differences between the two. Advantages of NetSuite Workflow for Custom Buttons: 1. User-Friendly Interface: NetSuite workflow has a drag-and-drop interface, making it easier for users to create… Continue reading NetSuite User event script VS Workflow for custom buttons

Give a role permission to edit existing records but restrict it from creating a new

User wants a role from editing the existing the records but restrict it from creating a new record Solution Navigate to Setup > Customization > Workflow > New. Enter Restrict Create Custom Record in the Name field. Select the Custom Record Type in the Record Type field. Check the On Create check box. Set Trigger… Continue reading Give a role permission to edit existing records but restrict it from creating a new

Proposal for edit and delete approval for vouchers within a specific subsidiary.

Client requested a methodology for managing delete and edit permissions for vouchers within a specific Subsidiary. The vouchers mainly include vendor prepayment, receipts, bill payment, debit advice and credit advice Methodology Overview Permissions: Only the admin has full permissions to create, edit, and delete vouchers. Delete permission is restricted for other roles (roles specified by… Continue reading Proposal for edit and delete approval for vouchers within a specific subsidiary.