Hi all. Still relatively new to NS workflows. I'm ...
# general
l
Hi all. Still relatively new to NS workflows. I'm doing a simple JE workflow but want to transition on the Debit or Credit line fields. Is there a way to do this that I'm not thinking of because the line fields are not available as conditions.
a
@Lestat depending on what you want your condition to be, this may be possilble. Natively, NetSuite only provides access to the Items sublist in workflows. Since JE don't have the Items sublist you cannot access sublist fields for JE. However, you may be able to source your criteria into a custom body field via saved search and then you could trigger your transition on that. What is your criteria for transitioning on the line fields?
l
I would like to base the transition on the Debit field (ie. if it is over/under a certain amount)
a
So any line on the JE is over/under the Debit amount? Or Total for the whole JE if the Debit amount is over/under your threshold?
l
total for the whole JE. I created a saved search that summed the results of the Debit lines and used it on a custom field call Debit Total. It worked! Thanks sooooooooooooo much for your help!!!
🙂
a
Awesome. That was what I was thinking as a solution too. Great job!!
l
Another question maybe you could help me with: I have a Sales Order WF that is functioning great. But only when I create the Sales Order from scratch. How can I get a Sales Order created from a quote to use the same workflow. Or do I need a whole separate WF for that? The problem is that I have a field that needs to be auto-populated and it isn't doing that when I create a SO from a quote...
a
Do you have any conditions on you workflow record? Not in the states but the actual main WF record itself?
l
Ha ha. I JUST got it to work. I just added a Set Field Value to the User with a condition that the "Created From" field is not empty. Works just fine! 🙂