Tag: workflow

Required Permissions for SuiteFlow

Access to NetSuite data and to the NetSuite UI is based on users, roles, and permissions. Each role includes a set of associated permissions that determine the data users can see and the tasks that they can perform. Permissions are associated with roles and roles are assigned to users. For access to all SuiteFlow functionality,… Continue reading Required Permissions for SuiteFlow

Create Workflow to Set Email Format to PDF on Customer Record

Scenario On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Customer Email Format Record Type: Select Customer SubTypes: Select Customer 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 -All- Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Create Workflow to Set Email Format to PDF on Customer Record

Set field as Mandatory in Customer form if Customer Type is Individual via Workflow

To create the workflow: 1. Navigate to  Customization > Scripting > Workflows > New.2. In the Basic Information section, set the following:    • Name: For example, “Mandatory only if Individual”   • Record Type: Customer   • Sub Types: Lead, Prospect, Customer   • Execute as Admin is marked   • Release Status: Released 3. In the Initiation section, set the following:    • Event Based: On Create   • Trigger Type: All 4. Click Save.5. Click State 1.6. Update the Name to a… Continue reading Set field as Mandatory in Customer form if Customer Type is Individual via Workflow

Disable email notification

To disable the email notification when creating a transaction record, follow the procedure. Navigate to Customization > Workflow > Workflows > New. Basic Information: Name: Enter Name of workflow. Record Type: Select Transaction Sub Types: Select required transaction records. Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New… Continue reading Disable email notification

Workflow send email action

To send emails when creating transaction record, Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Sales Order  Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Event Types: Select Create Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Workflow send email action

Workflow state that can impact REST Webservices.

After creating the Integration records and access tokens for connecting the NetSuite account, when we try to fetch a particular record data from the account an error is returned throwing a ‘Permission issue’.The REST API role has the required permissions added in the role section. If there is a workflow deployed to the record for… Continue reading Workflow state that can impact REST Webservices.

Restrict purchase order creation

To restrict purchase order creation to admin role, it can be done using workflow. Navigate to Customization > Workflow> Workflows > New Add basic information Click State 1 Select  New Action  Select Return User Error Trigger on : Select Before Record Load Condition: User Role != Administrator Event Type: Select Create and Copy Text : “You have no permission to create Purchase Order”… Continue reading Restrict purchase order creation

Print Item Name/Number Instead of Display Name on Price Lists

Create a separate field that contains the value of the Item Name/Number and reference that field instead. Solution Create Custom Item Field Navigate to Customization > Lists, Records, & Fields > Item Fields > New Label: Enter LabelExample: Printed Name ID: Enter _printed_name Type: Select Free-Form Text Store Value: Enter Checkmark Click Applies To  Necessary Item Type(s): Enter Checkmark Print on Price List: Enter Checkmark Click Save  Perform Mass Update Navigate to Lists > Mass Update > Mass Updates Click General Updates Items: Click the… Continue reading Print Item Name/Number Instead of Display Name on Price Lists