Hi All, I'm new here and happy to join this group!...
# suiteflows
SuiteP
02/01/2024, 6:41 PMHi All, I'm new here and happy to join this group! I have an issue I was hoping someone could please help:
I have a workflow that takes a custom record through a couple states (ie: approved, rejected). When the user rejects the record (this happens in State 2), I want to be able to open that custom record in edit mode.
I tried using a custom workflow field and Go To Record workflow action but it opens a new custom record instead. Is there a way to open that rejected custom record in Edit mode? Any advice is greatly appreciated!
m
MGBC
02/01/2024, 7:13 PMHi I saw your response to my answer in NetSuite Professionals, can I respond to you here?
MGBC
02/01/2024, 7:13 PMIt's easier 😜
s
SuiteP
02/01/2024, 7:14 PMYup for sure lol
m
MGBC
02/01/2024, 7:15 PMin your general workflow config
MGBC
02/01/2024, 7:15 PMadd a new field
MGBC
02/01/2024, 7:16 PMmake it a list/record type
MGBC
02/01/2024, 7:17 PMbut instead of setting "Transaction" as the list select your custom record
MGBC
02/01/2024, 7:18 PMOops sorry backup
MGBC
02/01/2024, 7:18 PMit can't be a workflow field
MGBC
02/01/2024, 7:18 PMhas to be a regular field
MGBC
02/01/2024, 7:19 PMon your custom record config add a new field
MGBC
02/01/2024, 7:19 PMMGBC
02/01/2024, 7:20 PMmake it a list/record field
MGBC
02/01/2024, 7:20 PMMGBC
02/01/2024, 7:20 PM(accept set it to your custom record type instead of where i have "project"
MGBC
02/01/2024, 7:21 PMThen in your set field value action set your Custom Record reference field to "Currnet Record
MGBC
02/01/2024, 7:21 PMMGBC
02/01/2024, 7:22 PMThen in your go to record action select your "Custom Current Record Reference" field
MGBC
02/01/2024, 7:22 PMMGBC
02/01/2024, 7:22 PM(that was what i forgot, it can't be a WF field, has to be a regular field on the record for some reason)
s
SuiteP
02/01/2024, 7:57 PMThanks for the details on this! For your set field value action screenshot, where did you get 'Opportunity Record Reference' field again? I tried to set my Custom Record Reference field to Current Record but Current Record doesn't come up.
m
MGBC
02/01/2024, 8:05 PMclick the drop down arrow in the selection box
MGBC
02/01/2024, 8:06 PMs
SuiteP
02/01/2024, 8:09 PMIt works now, thank you!!
SuiteP
02/01/2024, 8:09 PMBeen stuck on this for 2 days
m
MGBC
02/01/2024, 8:13 PMoh good...glad i could help
👍 1
MGBC
02/01/2024, 8:14 PMsorry i forgot about the WF field thing...been awhile since i tried this
s
SuiteP
02/01/2024, 9:05 PMNo worries!