How can I lock a sales order based on a specific v...
# suiteflowp
Pat Oxida
04/04/2023, 4:28 PMHow can I lock a sales order based on a specific value on a custom line item field, not on approval status?
m
MGBC
04/04/2023, 4:52 PMProbably best to use a Saved Search as a condition in this case
MGBC
04/04/2023, 4:53 PMCreate a saved search that provides the results you want based on your custom line field...then use that saved search in your condition parameter of your Lock Record action
p
Pat Oxida
04/04/2023, 4:55 PMThank you! Do you know a SA where I can check on how to create workflow for this? I've been testing previously on SBX (based on approval status) but it is not doing its function for me. Thank you!
m
MGBC
04/04/2023, 4:57 PMCheck out our Workflow for beginners series on our blog...we just did a post on the lock record action
MGBC
04/04/2023, 4:57 PMMGBC
04/04/2023, 4:57 PMor here is the documentation direct from NetSuite if you prefer
MGBC
04/04/2023, 4:57 PMMGBC
04/04/2023, 4:57 PMLastly, feel free to reach out here anytime and I'd be happy to help you build this
p
Pat Oxida
04/04/2023, 5:04 PMThank you so much!
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