how do i set a workflow to trigger when a return a...
# ask-stanley-ai
m
how do i set a workflow to trigger when a return authorization status changes to "Pending Refund"
c
AI generated answer (using internal Slack threads):
To set a workflow to trigger when a Return Authorization status changes to "Pending Refund", you can follow these steps: 1. Navigate to the workflow manager in NetSuite (Customization > Workflow > Workflows). 2. Click on 'New Workflow'. 3. Set the 'Record Type' to 'Return Authorization'. 4. In the 'Trigger Type' section, select 'Before Record Submit'. 5. In the 'Trigger On' section, select 'After Record Submit'. 6. In the 'Event Definition' section, select 'On View or Update'. 7. In the 'State' section, add a new state and name it something like 'Check Status'. 8. In the 'Transitions' section, add a new transition from 'Initial' to 'Check Status'. 9. In the 'Conditions' section of the transition, add a condition where 'Status' is 'Pending Refund'. 10. Add an action to the 'Check Status' state. This action can be whatever you want to happen when the status changes to 'Pending Refund'. For example, you could add a 'Send Email' action to notify someone of the status change. Please note that the 'Status' field might be named differently in your NetSuite account, such as 'Order Status' or 'Approval Status'. You might need to experiment to find the correct 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. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837168872
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835532665
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831954598
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