how do I create a SuiteFlow in NetSuite to set a custom Contact field where the Customer and Subsidiary are selected on a Sales Order

AI generated answer (using internal Slack threads):

To create a SuiteFlow in NetSuite to set a custom Contact field where the Customer and Subsidiary are selected on a Sales Order, you can follow these steps: 1. Create a custom field on the Sales Order record to hold the Contact information. This field will be populated by the workflow. Go to

Customization > Lists, Records, & Fields > Transaction Body Fields > New

. 2. Create a new workflow. Go to

Customization > Workflow > Workflows > New

. Set the record type to Sales Order. 3. Add a

Set Field Value

action to the workflow. This action will set the value of the custom field you created in step 1. In the action settings, set the

Field

to the custom field and the

Value

to the Contact field from the Customer record. 4. Add a

State

to the workflow and set it as the

Initial State

. Add the

Set Field Value

action to this state. 5. Add a

Trigger

to the workflow. Set the

Trigger Type

to

On View or Update

and the

Trigger On

to

Before Record Load

. This will ensure the workflow runs whenever a Sales Order is viewed or updated. 6. Save and activate the workflow. This workflow will set the custom Contact field on the Sales Order whenever the Sales Order is viewed or updated. The value will be sourced from the Contact field on the Customer record. Please note that this solution assumes that the Contact field on the Customer record is populated and that the Sales Order is linked to a Customer. If these conditions are not met, the workflow will not function as expected. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******