I have a customer refund approval workflow with two options: either approve using a custom button or click the standard “Voided” button, which creates a journal entry reversal. The “Voided” action should also update the approval status of the customer refund to “Rejected.” I’ve set up a saved search condition between the “Pending Approval” and “Rejected” steps to capture when the standard “Voided” button is clicked. The workflow transitions correctly to the “Rejected” step, but the fields, such as the approval status, don’t update (e.g., the status doesn’t change to “Rejected”), and no email is sent. I’ve tried various triggers like “Before Record Load,” “After Record Submit,” and “Enter/Exit,” but the field updates still don’t happen.

AI generated answer (using internal Slack threads):

Based on the conversations, it seems like you're dealing with a common issue in NetSuite workflows where the status doesn't update as expected. Here are some suggestions that might help: 1. Use the correct field in your condition: In your workflow, make sure you're using the correct field in your condition. For example, if you're trying to capture when a Journal Entry is voided, you should use the native Status field, not the Approval Status field. The "Voided" status is part of the native Status field. 2. Use a checkbox to track edits: If you want to track when a record has been edited, you can add a checkbox field to the record. You can then set this checkbox to unchecked when the record enters the "Rejected" state. Add a condition to the "Re-Submit for Approval" button so it only appears when the checkbox is checked. Then, add a Set Field Value action that checks the checkbox after the record is submitted when the event type is edit. Finally, add another Set Field Value action that unchecks the checkbox when the record exits the "Rejected" state. 3. Use a workflow field to track the creator: If you want to revert a record to "Pending Approval" when it's edited by someone other than the creator, you can use a workflow field to track the creator of the record. You can then add a condition to your transition that checks if the current user is the creator of the record. Remember, workflows in NetSuite can be complex and require careful setup to work correctly. Make sure to thoroughly test your workflow to ensure it behaves as expected. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******