Hi everyone, I'm a custom record type newbie and am trying to put a solution together that would use multiple custom records. One of the things we see is packages of job ads. Customers purchase a package and then get credits they use to place ads. The purchase of the package and use of the credits are in a third-party system. When we went to this third party nearly a year ago, we lost a lot of package management and reporting from our homegrown system. We now want to build out a solution in Netsuite to replace that functionality. We already import the transactions into Netsuite. I think we need custom records for: 1. the package - would contain data like package id, start/end dates, Employer, product, number of credits purchased, number remaining, etc. 2. the Employer - these are not currently in Netsuite - they're a lower level than our Customers, who are primarily Universities. The Employer may be a department. 3. credit usage - package id, trx date, credit used Ideally we would create records for these from the transaction records - if the transaction has a product that is a package, create the package records and the employer record if it doesn't exist. If the transaction is using a credit, add a row to the credit usage table. Does that sound right? Is it possible to create a custom record from a workflow? I'm trying to think how we could use the transaction data to create the records with a workflow, but I don't think we can? Thanks!

Sounds about correct. you would have have to the following:

Hi Mike - thanks for the response! To clarify, my question about using workflow to create custom records, I meant to create the data for the custom records. But I think that will most likely need to be scripted since workflows are limited to a single record type. I will definitely review the links you sent.

Gotcha, there should be a "Make Record" action in the workflow. So aftersubmit of your trigger record, you can add an action for each record that needs to be created.

I didn't know about that action - thanks!