Tag: workflow

Workflow list-field comparison criteria fix

Workflow action criteria when comparing a value with list field values with a single value can return inconsistent boolean values. For example, I created a custom field ‘Approvers’ to store employees that has approval permission to a record. I was trying to compare this with the logged-in user to restrict the edit permissions of the… Continue reading Workflow list-field comparison criteria fix

Change the Display Type of Item line field using Workflow

The display type of an item line field needs to be set as disabled for some users. The workflow can be used for this purpose. In the workflow, even though the ‘Set Field Display Type’ action is not available for sublist action groups, it can be achieved without the sublist action group. Select the ‘Set… Continue reading Change the Display Type of Item line field using Workflow

Set Preferred Transaction Form Based on Customer’s Subsidiary

When Customers are assigned to a specific Subsidiary, the Users can create a Custom Form to reflect the correct Subsidiary Address. With this concept in mind, Users can create a Workflow to set the desired form when creating a Sales Order or Cash Sale. In this Workflow, the creation of the Sales Order or Cash… Continue reading Set Preferred Transaction Form Based on Customer’s Subsidiary

How to resolve this issue in the workflow – Field value in actions or conditions always returns a null value.

If you create a workflow that includes a field value in actions or conditions and it always returns a null value, you could be experiencing an issue with permissions. To resolve this issue, check the Execute As Admin box in the workflow definition. If you create a workflow that is triggered by the inline edit… Continue reading How to resolve this issue in the workflow – Field value in actions or conditions always returns a null value.

Set the form in Purchase Order based on the Purchase Type

This workflow is for setting up a custom form for the purchase order based on Purchase Type.Example: Purchase Type: Purchase Type(1) the Custom Form is PO Form A Purchase Type: Purchase Type(2) the Custom Form is PO Form B Solution Customization> Workflow> Workflows> New InitiationEvent-Based EventOn create Trigger TypeBefore Record Load State 1New Action >Set… Continue reading Set the form in Purchase Order based on the Purchase Type

Resolve the error “An unexpected SuiteScript error has occurred.” while working with workflow.

Scenario:If the error, ‘An unexpected SuiteScript error has occurred.’ is encountered when saving a record that has a workflow running on it, check the workflow for any Send Email action. When adding a Send Email action on a workflow, there should always be a condition to check for both sender’s and recipient’s email address availability.… Continue reading Resolve the error “An unexpected SuiteScript error has occurred.” while working with workflow.

Sublist Action Group

To add Sublist Action Group in workflow, Open the respective workflow, where sublist action group to be added. Double click on the respective state New window opens, click on New Sublist Group 4. Add required fields and condition if necessary. 5. Select “Items” from sublist under parameters tab and click Save 6. Again, double click… Continue reading Sublist Action Group

Resolve the issue: The workflow did not execute for you during testing.

It’s a common workflow issue and can be solved by using one of the three methods mentioned below: Make sure that the Owner field on the workflow definition page is your user account. If the workflow release status is set to Testing, the workflow only runs for the owner of the workflow. If there is a workflow initiation… Continue reading Resolve the issue: The workflow did not execute for you during testing.