Is there a way to create a workflow ? I would like...
# ask-stanley-ai
q
Is there a way to create a workflow ? I would like to change the date to today in Netsuite when the status of an Estimate is set to “Closed Won”
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Yes, you can create a workflow in NetSuite to change the date to today when the status of an Estimate is set to “Closed Won”. Here's a general outline of how you can do it: 1. Create a new workflow with the record type set to "Estimate". 2. Set the trigger type to "On View or Update" and the trigger on to "Before Record Submit". 3. Add a new state and set it as the initial state. 4. In this state, add a new action of type "Set Field Value". 5. In the action details, set the field to the date field you want to change and the value to
today
. 6. Add a condition to this action to only execute if the status field is equal to "Closed Won". Please note that this is a general guide and the exact steps may vary depending on your specific requirements and the configuration of your NetSuite account. Also, be aware that workflows can have a significant impact on your system's performance and should be tested thoroughly before being implemented in a live environment.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851026118
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843771458
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832417846
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