Nada Ahmed
05/07/2025, 3:32 PMCeligo AI
05/07/2025, 3:32 PMAI generated answer (using internal Slack threads):To map the customer in the customer deposit with the project customer in NetSuite using the Go Record action in a workflow, you can follow these steps: 1. Create a new workflow with the record type set to 'Customer Deposit'. 2. Set the trigger type to 'On Create' or 'On View or Update', depending on when you want the mapping to occur. 3. Add a new 'Go Record' action to the workflow. This action will navigate to the related project record. 4. In the 'Go Record' action, set the 'Record Type' to 'Project'. 5. In the 'Record ID' field, use a formula to get the ID of the project related to the customer deposit. This can be done by using the 'Source Record' option and specifying the field that links the customer deposit to the project. 6. Save and activate the workflow. This will ensure that whenever a customer deposit is created or viewed/updated, the workflow will automatically navigate to the related project record, effectively mapping the customer in the customer deposit with the project customer. ****** 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
05/07/2025, 3:32 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852970064
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828254879
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826320946
Celigo AI
05/07/2025, 3:32 PM