Tag: workflow

Workflow Did Not Execute as Admin

Scenario A workflow has been set to execute as Administrator. Upon switching to a custom role, the workflow did not execute the actions as expected. Example: Set value on a custom field upon click on a button. Solution An action that is triggered by a button will be recognized as a Client Side trigger. As a result,… Continue reading Workflow Did Not Execute as Admin

Permission for Administrator to open any close order.

We would like to take away ability from all roles except Administrator to re-open any closed order.Any Administrator should be able to open any close orders. -> Create the workflow1.Navigate to Customization > Workflow > Workflows > New.2.Set the following field values:a. Name:b. Record Type: Select Transactionc. Sub-Types: Select Sales Orderd. Execute as Admin: Enter… Continue reading Permission for Administrator to open any close order.

Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy

Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps:1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction c. Sub Types =… Continue reading Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy

Send sales rep Email with Attachment via Scheduled Workflow

Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria  Click Standard Filter:  Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow

Set Minimum and Maximum Character Length of Custom Zip Code Field Using Workflow

Setting a maximum character length on a Free-Form Text field can be configured under the Validation & Defaulting tab of the field setup, but setting a minimum character length is currently not an option. As a workaround, create a workflow that will return a user error if a field’s minimum character length is not met.… Continue reading Set Minimum and Maximum Character Length of Custom Zip Code Field Using Workflow

Custom Discount approval workflow

We will be creating a custom workflow to handle this discount approval process.As mentioned in the requirement we will be hiding the standard approval button and creating a new disabled custom field on the Sales Order with a list of “pending approval” “approved” and “rejected.”The Submit for approval button will be available for the creator… Continue reading Custom Discount approval workflow

Guidelines for Using the Before Record Load Trigger

Refreshing the browser reloads a record. If a user refreshes the browser during editing or viewing of a record in a state, all Before Record Load actions in that state execute again. You cannot set field values on an existing record if the Set Field Value actions execute on a Before Record Load trigger. Use… Continue reading Guidelines for Using the Before Record Load Trigger

Scheduled Trigger Guidelines

Scheduled workflows, actions, or transitions do not execute if the Release Status of the workflow is not set to Released. Scheduled actions do not execute in an exit state after a record enters the exit state. The record exits the workflow before the scheduled action executes. NetSuite does not consider the time zone of the workflow owner or… Continue reading Scheduled Trigger Guidelines