Tiina Böös
05/02/2025, 11:03 AMCeligo AI
05/02/2025, 11:04 AMAI generated answer (using internal Slack threads):To source a custom field from a workflow in NetSuite, you can follow these steps: 1. Create a new workflow or edit an existing one that is associated with the record type where your custom field resides. 2. Add a new action to set field value. You can do this by going to the 'Actions' tab and clicking on 'New Action'. From the dropdown, select 'Set Field Value'. 3. In the 'Set Field Value' action, select your custom field in the 'Field' dropdown. 4. In the 'Value' field, you can either manually input the value you want to set or use an expression to dynamically set the value based on certain conditions or other field values. 5. Save the action and make sure the workflow is deployed. Please note that the field you want to source must be set to 'Store Value' in its definition for this to work. If 'Store Value' is not enabled, the field will always source its value from the designated source and ignore any value set by the workflow. Also, keep in mind that the workflow will only set the field value when it is triggered. Depending on your workflow's trigger condition, the field value may not be set immediately upon record creation. ****** 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
05/02/2025, 11:04 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859837353
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851002276
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850269794
Celigo AI
05/02/2025, 11:04 AM