DDM
08/29/2024, 1:45 AMCeligo AI
08/29/2024, 1:46 AMAI generated answer (using internal Slack threads):To create a workflow using a custom record in NetSuite, follow these steps: 1. Navigate to the workflow manager by going to Customization > Workflow > Workflows. 2. Click on New Workflow. 3. In the Primary Record field, select the custom record you want the workflow to apply to. 4. Define the Trigger Type and Trigger On fields according to your needs. The trigger type can be either Event or Scheduled. If you choose Event, you'll need to specify when the workflow should be triggered (e.g., on creation, on view, on update, etc.). 5. Add states to your workflow. The initial state is created by default. You can add more states by clicking on New State. Each state represents a stage in your workflow. 6. In each state, you can add actions that should be performed when the record enters or leaves that state. Actions can be added by clicking on New Action in the state details. Actions can be things like setting field values, sending emails, redirecting to different pages, etc. 7. Once you've added all your states and actions, you can define transitions to move between states. Transitions can be added by clicking on New Transition in the state details. You can specify the conditions under which the transition should occur. 8. After setting up your workflow, make sure to save and enable it. In the case of creating a relationship between two custom records, you can create a custom field of type list/record in the child record and set it to the record type of the parent record. Make sure to tick the box that states this field is the parent. This way, the second record will be a child of the first. If you want to store a value for a formula-based custom field, you can create a scheduled workflow that uses a saved search to pull the records that need to be updated. In the state of the workflow, use a Set Field Value action to update your stored field with the value from the un-stored field. ****** 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
08/29/2024, 1:46 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
08/29/2024, 1:46 AM