NS User
11/08/2024, 1:51 AMCeligo AI
11/08/2024, 1:51 AMAI generated answer (using internal Slack threads):Based on the conversations, there are a few ways to show a message when the Close button is clicked on a purchase order using a workflow in NetSuite. Here are the steps for one of the methods: 1. Add a custom field to the Purchase Order called "Close Reason". 2. Use the "Remove Button" action to remove the native close button. 3. Use the "Add Button" action to add a custom button called "Close PO" or something similar. Add a condition that the button will only show if the "Close Reason" field is not empty. 4. When the custom "Close PO" button is clicked, transition to a new state where you check the closed box on all lines. Here is a sample of how you can set up the workflow: - Create a workflow field, Type List/Record, Record = Transaction. - In your first state, set the value of your workflow field to the current record. - Transition to your next state - execute on button. - In your next state, use the "Go To Record" Action to go to the current record (using your workflow field). - Also, use the "Set field mandatory" action. - Add a transition to the next state when the "PO Rejection Reason" is NOT EMPTY. - In your last state, add a "Sublist action group" to "Set Field Value Closed = T" for all lines. This way, the standard close button is gone, but your custom close button is there. And it only goes to closed when someone enters the reason. Otherwise, it will stay un-closed. Please note that this is a workaround and may not be the most efficient way to achieve this. It's always recommended to test this in a sandbox environment before implementing in production. ****** 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
11/08/2024, 1:52 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8801
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.862871945
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861012459
Celigo AI
11/08/2024, 1:52 AM