Workflow-Understanding Client and Server Triggers
Tag: workflow
Make the Columns Mandatory on Transactions Records
Making the Sublist Fields of a Transaction record mandatory is not possible through Form Customization. We can do this by creating a Workflow with a Set Field Mandatory Action. The setup of the Set Field Mandatory would look like this:
Checking Previous Field Values in Workflow Conditions using Old Record
In SuiteFlow, Old Record is used to get the previous value of fields in WorkflowConditions. It is a reference to the state of the record before it is edited (Pre-editstate).The reference can be used when you create conditions for Workflow Initiation,Actions, or Transitions. Sample Scenario: It is a requirement in a business process to check… Continue reading Checking Previous Field Values in Workflow Conditions using Old Record
To solve the Issue: Record automatically submits after Displaying An empty alert In an email field
create a work flow
Sale Event Workflow
Created a field in the item record applied for inventory and assembly items. Created a workflow for the sales order. Context is website and it will be triggered after submit. The workflow will check for the items whose sale item checkbox field is checked and if inventory in location sales is 0, remove the item… Continue reading Sale Event Workflow
Workflow Failure : Dunning
Issue Client having an issue with their existing workflow and an error message is like “This email notifies you of errors which occurred within asynchronous processing of a workflow that you own. For more information about these types of emails, please refer to the following page in Help Center: SuiteFlow (Workflow) > Testing and Troubleshooting… Continue reading Workflow Failure : Dunning
Redirect to a Search on Approval Flow
We can use the potential of the “Go To Page” action in Workflow for this rather than hopping to script In New Action take Go To Page, wherein the “Target page” we can select the page where we need to redirect. It consists of all lists. But even if we enable the AVAILABLE AS LIST… Continue reading Redirect to a Search on Approval Flow
Hide a Field in Purchase Order
Disable the standard rate field named “Rate” in the Purchase order for all roles other than Admin. Solution There is no need of script for solving this problem, instead we can use Workflow action. Created a workflow with type=”Transaction” and Subtype=”Purchase Order” 2. In state 1 , create a new action named “Set Field Display… Continue reading Hide a Field in Purchase Order
Proposal For Option to Edit Own Customer
Proposal For Option to Edit Own Customer
Change of Lead Status
Change of Lead Status as Lead-Web Store when created from the webstore