Provide the workflow steps to update Summary and Inactive checkboxes on Account record

AI generated answer (using internal Slack threads):

Based on the conversations, here are the steps to update the Summary and Inactive checkboxes on the Account record using a workflow: 1. Create a Custom Field: Create a custom field on the Account record, for example, "Summary-temp" and "Inactive-temp". These fields will be used to import the values from the CSV file. 2. CSV Import: Import the values into these custom fields using the CSV Import feature in NetSuite. Make sure to map the custom fields correctly during the import process. 3. Create a Workflow: Create a workflow that triggers on the Account record. This workflow will copy the values from the custom fields to the standard Summary and Inactive fields. - State: Start with a single state, for example, "Set Fields". - Trigger: Set the trigger to be on record creation or record edit, depending on your requirements. - Actions: Add two "Set Field Value" actions. One for the Summary field and one for the Inactive field. In each action, set the value to be equal to the corresponding custom field ("Summary-temp" or "Inactive-temp"). 4. Delete the Custom Fields: Once the workflow has run and the values have been copied over, you can delete the custom fields. Remember to test this process thoroughly in a sandbox environment before deploying it to your live environment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******