Is it possible to make a workflow execute a native...
# suiteflow
d
Is it possible to make a workflow execute a native button on a transaction record?
a
Like a button that is not being added via a workflow?
d
@AI1 Correct, I want to use a workflow to execute a native button
a
No that is not possible
d
Is it possible if the button is a custom button?
j
add the button via the WF then yes
a
It depends on how the button is being added to the transaction. If you add a button via WF then you can control it from the workflow If you add a button via script then you can probably execute it via another script. So if you create a custom WF action script it might be able to control another native or custom button (or at least trigger the script the button is controlling)
d
What kind of action would I need to use on my workflow if I want the workflow to execute a custom button that was added by this same workflow?
a
Usually button control transitions in workflows. So you would add a button using the add button action Then add a transition that executes on button click Then add more actions in the new state it transitions to So if you want to click a button and a checkbox gets checked then make a WF with 2 states State 1 has the Add Button Action (before load) Transition to State 2 (execute on button) State 2 has set field value action (on entry) to check the checkbox
d
But are you assuming that a human being is the one who is clicking the button that was added by the workflow? I am looking for the workflow to click the button. In my NetSuite account, I am trying to automate the Fulfillment and Receipt of a transfer order. In our business process, we wanted to be able to draft an inventory transfer (but inventory transfers are not draftable) and have it save the transaction at 10:30pm. So since we can't draft an inventory transfer, we want to use transfer orders to simulate the drafting of an inventory transfer. So my idea is to create an inventory transfer manually, then at 10:30pm, have a workflow fulfill and receive the transfer order. Thus I wanted to use a Scheduled workflow action to execute the Fulfill and Receive buttons that are native to the transfer order process. We want this to be the business process every time we need to transfer inventory.
a
What you are describing would actually be a scheduled workflow that would use the transform record action. It would transform the TO into and Item Fulfillment. Then transform the TO into an Item recipt. This transform action mimics the behavior of the “native buttons” However the transform action is not avaialable for Transfer orders. It is limited but works well when available
d
Is the Transform Record action something that only comes with certain modules that I would have to purchase from NetSuite? Right now I don't see a workflow action with that name unless it goes by another name that is on this list?
a
It is only available to certain record types. So if you make a Sales Order or Purchase Ordee workflow you will see it appear