skuruvil
12/09/2024, 3:06 PMCeligo AI
12/09/2024, 3:06 PMAI generated answer (using internal Slack threads):To store the current user's role using a workflow in NetSuite, you can create a custom field (for example, "Created By Role") and set that field using your workflow with a "Set Field Value" action. This action should be triggered only on the "Create" event. Here are the steps to do this: 1. Create a custom field called "Created By Role". This can be a workflow field if you don't exit the workflow throughout the process. 2. In your workflow, add a "Set Field Value" action. 3. Set the field to "User Role" or "Current Role". 4. This value will then be stored on the record for use in other conditions/actions. If you need to track a specific role (for example, Accounting Manager), you could hard code the selection to Accounting Manager then use a condition of "User Role = Accounting Manager". Alternatively, you could create a checkbox called "Created by Accounting Manager" and check the box = TRUE if the condition "User Role" is Accounting Manager. Please note that this method will store the role of the user who created the record. If you need to evaluate the role of a different user (for example, the employee to whom a task is assigned), you would need to populate an Employee Custom Field with the Role and use that Custom Field for your filtering. ****** 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
12/09/2024, 3:07 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
12/09/2024, 3:07 PM