is there a way to automatically populate the depar...
# generalb
Ben Ingard
05/19/2021, 4:48 AMis there a way to automatically populate the department field based on the value set in the class field?
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Netsuite Tragic
05/19/2021, 4:56 AMMany ways you can do that. A workflow with After Field Edit (Class) might be a place to start. Or a BeforeSubmit would do it. Or even a scheduled workflow could do it regularly.
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Ben Ingard
05/19/2021, 1:55 PMassuming we opened historical periods would a workflow allow us to backdate these workflows to historical transactions?
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Netsuite Tragic
05/19/2021, 9:42 PMYes. You would have to trigger them or use a scheduled import. Sometimes historical I use a CSV import and update.
Netsuite Tragic
05/19/2021, 9:42 PMBUT I have another question. Why use Department at all if it is a direct 1:1 to Class?
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Ben Ingard
05/19/2021, 9:43 PMexcellent question 🙂 an FP&A planning tool i am using (Jirav) only maps to department and not class
Ben Ingard
05/19/2021, 9:43 PMand thank you for the help here!
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Netsuite Tragic
05/19/2021, 9:53 PMOk. So I would have a BeforeSubmit action to populate Department. Open your historical periods and then do a CSV of all InternalIds. That will be all you need to trigger your workflow
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Ben Ingard
05/20/2021, 3:58 AMperfect thank you!
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