how i can add action at workflow to prevent the tr...
# ask-stanley-ai
a
how i can add action at workflow to prevent the transaction from posting when the approval status is pending approval
c
AI generated answer (using internal Slack threads):
To prevent a transaction from posting when the approval status is pending approval, you can add a workflow action in NetSuite. Here's a step-by-step guide on how you can achieve this: 1. Create a new workflow or edit an existing one that is associated with the transaction record type you want to control. 2. In the workflow states, add a new state or select an existing one where the approval status is pending. 3. In this state, add a new action. The action type should be 'Set Field Value'. 4. In the action details, set the 'Field' to 'Posting' and the 'Value' to 'No'. This will set the transaction to non-posting when it enters this state. 5. Make sure the trigger for this action is 'After Record Submit'. This means the action will be executed after the record is submitted and the approval status is pending. 6. Save the workflow and make sure it's deployed and active. Please note that this will only prevent the transaction from posting when it's in the specific workflow state. Once the transaction is approved and moves to a different state, it will be able to post again. If you want to keep the transaction non-posting even after approval, you would need to add similar actions in the subsequent states as well. ****** 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: 0.820733607
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820627749
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818510294
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