Tag: workflow

Set a Custom form for the sales order on a Specific Customer

ScenarioThe client is creating a sales order from the customer record > Quick action> Sales order. while creating sales order like this client want to set a specific custom form for this particular customer. SolutionGo to customization> Workflows > Workflow> NewRecord Type: TransactionSub Type: Sales OrderEvent Defenition On createClick save(No need to give conditions in… Continue reading Set a Custom form for the sales order on a Specific Customer

Using workflow how to Tick the “HOLD “checkbox for the AU subsidiary sales orders placed.

When customer in AU subsidiary place order from the webstore the checkbox “HOLD “in the sales order should be checked this can be achieved by using workflow1. create workflow in NetSuite customization workflow new2. select the Felds as required transaction and in sub tabs sales order 3.context select the webstore, event after the submit, and… Continue reading Using workflow how to Tick the “HOLD “checkbox for the AU subsidiary sales orders placed.

To Add Days To Last Day Of trandate

You can use the below formula in a workflow after the field change of the trandate to add days to the last day of the trandate. (new Date((new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getFullYear(),(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getMonth() ,(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getDate()+30)).toLocaleDateString()

Set The Last Date Of Trandate

You can use the below formula to set the last date of trandate in the workflow triggering after a field change of trandate (new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).toLocaleDateString()

Approval Process using workflow

Add a Submit for Approval button to submit the record for approval after the user completes the review and they can select the approver in the approver field to approve the record. This button will be available only for the Creator Roles.  When the makers click the Submit for Approval button,   An email with the… Continue reading Approval Process using workflow

ADD 30 days to trandate in workflow

Requirement: Add 30 days to trandate in workflow in a custom field. Solution: Generate a workflow to set the custom date field in the transaction records. Add Set Field Value action to set the value in custom field. Trigger ON: Before User Edit Event Type: All Context: All Select the custom field in Parameters field.… Continue reading ADD 30 days to trandate in workflow

The workflow action script not triggered from Workflow when the trigger is on after record submit or before record submit.

There is workflow used to perform a 3-way match by comparing the details of the Purchase Order, Item Receipt, and Vendor Bill records in NetSuite. Also ensure that the quantities, prices, and other details match across all three records. To check these conditions a workflow action script is used. The “trigger on” condition was given… Continue reading The workflow action script not triggered from Workflow when the trigger is on after record submit or before record submit.

Schedule a workflow to change the status of a particular record

If a user need to change the status in a particular record, then you can choose the scheduled workflow. This workflow will trigger at the scheduled time. To configure the scheduled workflow, first, we need to create a saved search for that particular record. Scheduled workflows always run on all of the records in the… Continue reading Schedule a workflow to change the status of a particular record