Hi, guys, I'm trying to create a workflow with some conditions. There is a custom list field "A" in sales order. I want to import SO csv files. When importing a csv file, I want to check if the field A value exists or not. For example, I want to create a SO with a field value 001 for my custom field "A". Since I am creating a new record, I can just set "create a new record" on workflow. However, when I import a csv file with the same value "001" for my field "A" for the second time, I want to check if "001" already exists in my sales order, then if it does, I don't want to create a record since it will produce duplicates. Instead, I want to set the field value "001" in the field "A". I tried to set the condition and put formula "CASE WHEN {custbody_csv_value} NOT IN (SELECT {my_custom_value} FROM {customsearch_id}) THEN 'T' ELSE 'F' END" but it doesn't seem to work.. any idea how to fix my problem? {custbody_csv_value} is the value from the csv that I want to set, {my_custom_value} is a value from the saved search {customsearch_id}

Little confused. On your first import, are you creating sales orders or updating? Not sure I understand “check if the field A value exists or not.” on a csv creation import.

Hi, Michael sorry for the confusion, on my first import I'm creating sales orders, not updating.

Hmmm. Does the second record have the same external ID?

NOpe

Well, if there is no external ID, Netsuite assumes you are creating a new record. It has nothing to check against.

If the CSV value exists on the NS custom record.