Aaron R
10/31/2024, 12:21 AMCeligo AI
10/31/2024, 12:21 AMAI generated answer (using internal Slack threads):To create a saved search that shows all modifications and history of a workflow in NetSuite, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type as 'System Notes'. 3. In the criteria subtab, add a new criterion: - Field: 'Record Type' - Operator: 'is' - Value: 'Workflow' 4. In the results subtab, you can add the fields you want to display in your search results. Some useful fields might be 'Date', 'Name', 'Role', 'Record', 'Field', 'Old Value', and 'New Value'. 5. Save and run the search. This will give you a list of all changes made to workflows, including the time and date of revisions and who made them. However, it won't show you the context of the change or which state was affected. If you want to see the history of a specific workflow instance (i.e., the execution of the workflow on a specific record), you can create a 'Workflow Instance' saved search. This will give you the current status and date entered/exited of workflows and workflow states by record. It's not as detailed as the system notes, but it can provide some insight into the workflow's history. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/31/2024, 12:21 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846242726
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844415188
Celigo AI
10/31/2024, 12:21 AM