When SuiteFlow skips an action, the action may not be supported for the server trigger on which the workflow entered the state. The following screenshot shows a record that entered a state on a Before Record Load trigger and consequently, the Send Email action was skipped: You can view the options for the Send Email… Continue reading Skipped Actions in a workflow.
Tag: 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.
Workflow Send Email Action Triggers
Send Email Action Triggers
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
How to add a condition if the User is -System- on a workflow?
How to add a condition if the User is -System- on a 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