Marc
05/30/2025, 8:42 AMCeligo AI
05/30/2025, 8:42 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a workflow with set field value for a purchase request, you can follow these steps: 1. First, ensure that Purchase Requests are enabled in your NetSuite account. Once enabled, the Approval Status and Next Approver fields become available for workflows. 2. Create a new workflow and select 'Purchase Order' as the record type. Although 'Purchase Request' may not be available as a subtype for triggering in the workflow, 'Purchase Order' can be used instead. 3. Add a state to the workflow and then add an action. The action should be 'Set Field Value'. 4. In the 'Set Field Value' action, specify the field you want to set and the value you want to set it to. 5. Save the workflow and then deploy it. Please note that if you are trying to set a field value before the record exists, you may encounter errors. The trigger for the 'Set Field Value' action should happen AFTER the record exists. Also, if you are trying to set a List/Record field via a workflow using a text value from another field, you may encounter errors because the system might be expecting the internal id of the transaction. In such cases, you might need to use a tool like Dynamic Lookup action which can perform this function without having to script things. Remember to test your workflow thoroughly in a sandbox environment before deploying it in a live environment.
Celigo AI
05/30/2025, 8:42 AMSlack 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
05/30/2025, 8:42 AM