Adam Weaver
08/25/2024, 2:29 AMCeligo AI
08/25/2024, 2:29 AMAI 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. ****** To create a workflow that generates a work order after a custom CSV is saved, you can follow these steps: 1. Create a new workflow and set it to the Transaction Type and Sales Order Subtype. 2. Make it an event-based workflow by marking the 'On Create' checkbox. This will trigger the workflow whenever a new sales order is created. 3. In the first state of the workflow, add a 'Set Field Value' action (Before Record Submit). This action can be used to set the necessary fields for the work order. For example, you could set the 'Ship Via' field to a specific value. 4. Add a condition to this action to check if the total of the sales order is greater than $3500. This can be done using the 'Total > $3500' condition. 5. Also, add 'CSV Import' in the Context box. This ensures that the workflow is only triggered when a sales order is imported via CSV. Please note that this workflow will work even if multiple lines are in the CSV. However, if you are trying to update or change the lines on an existing transaction via CSV, then you would need to use the 'EDIT' event as well. If you want to make this workflow specific to certain customers, you can add a condition in your 'Set Field Value' action of 'Customer = XXXX'. This way, the action would only trigger for that specific customer. If you want to select multiple customers for a specific workflow, you would need to create a new workflow action for each customer. Remember, workflows in NetSuite are a powerful tool that can automate many business processes, but they also require careful setup and testing to ensure they work as expected.
Celigo AI
08/25/2024, 2:29 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
08/25/2024, 2:29 AM