Add the Contexts form the system notes to a custom...
# ask-stanley-ai
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Add the Contexts form the system notes to a custom field using a workflow
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AI generated answer (using internal Slack threads):
To add the contexts from the system notes to a custom field using a workflow, you can follow these steps: 1. Create a custom field where you want to store the context from the system notes. This can be done by going to Customization > Lists, Records, & Fields > Record Types > New Custom Field. 2. Create a saved search that pulls the context from the system notes. This can be done by going to Reports > Saved Searches > All Saved Searches > New. In the criteria, you can add 'System Notes Fields... > Context' and in the results, you can add the fields you want to display. 3. Create a workflow that populates the custom field with the context from the system notes. This can be done by going to Customization > Workflow > Workflows > New. In the workflow, you can add a state that has an action to set field value. The field to set would be your custom field and the value would be the result of your saved search. 4. If you want the workflow to skip certain contexts, you can add a condition to the workflow state that checks the context from the system notes. If the context matches the one you want to skip, the workflow will not execute the action. 5. If you need the context to be stored in a stored custom field for reporting purposes, you can create a scheduled workflow that copies the value from the non-stored custom field to the stored custom field. Please note that this approach does not involve any scripting and is based on the use of NetSuite's built-in functionality. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848147452
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836608648
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817751646
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